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 | $116,704 | $127,065-8.2% | $113,168+3.1% | $142,382-18.0% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 35.80% | 24.03%+11.8pp | 24.27%+11.5pp | 217.08%-181.3pp |
| Employer contribution / active EE | $2,405 | $3,442-30.1% | $2,975-19.2% | $4,299-44.0% |
| Participant deferral / active EE | $6,281 | $5,716+9.9% | $5,107+23.0% | $6,507-3.5% |
| Admin fee / account holder | $2,538 | $15,736-83.9% | $12,068-79.0% | $12,624-79.9% |