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 | $115,518 | $105,126+9.9% | $94,646+22.1% | $139,434-17.2% |
| Participation rate | 86.7% | 82.4%+4.3pp | 80.8%+5.8pp | 80.3%+6.3pp |
| Annual return | 20.17% | 38.03%-17.9pp | 156.71%-136.5pp | 372.94%-352.8pp |
| Employer contribution / active EE | $4,181 | $4,106+1.8% | $3,672+13.9% | $4,751-12.0% |
| Participant deferral / active EE | $10,187 | $7,599+34.1% | $7,418+37.3% | $6,710+51.8% |
| Admin fee / account holder | $2,129 | $8,984-76.3% | $7,231-70.6% | $11,403-81.3% |