See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,877 | $110,257+16.9% | $96,544+33.5% | $139,434-7.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 10.01% | 26.32%-16.3pp | 25.84%-15.8pp | 372.94%-362.9pp |
| Employer contribution / active EE | $3,475 | $3,620-4.0% | $2,965+17.2% | $4,751-26.9% |
| Participant deferral / active EE | $10,829 | $5,548+95.2% | $4,851+123.2% | $6,710+61.4% |
| Admin fee / account holder | $43,320 | $11,591+273.7% | $8,252+424.9% | $11,403+279.9% |