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 | $109,575 | $105,931+3.4% | $81,930+33.7% | $158,922-31.1% |
| Participation rate | 92.9% | 75.6%+17.2pp | 72.0%+20.9pp | 82.0%+10.9pp |
| Annual return | 17.46% | 38.17%-20.7pp | 29.49%-12.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,391 | $7,800-82.2% | $4,310-67.7% | $4,761-70.8% |
| Participant deferral / active EE | $2,054 | $13,003-84.2% | $7,107-71.1% | $5,982-65.7% |
| Admin fee / account holder | $2,244 | $8,489-73.6% | $5,158-56.5% | $11,246-80.0% |