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 | $124,425-6.2% | $112,040+4.2% | $137,256-15.0% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 35.80% | 24.72%+11.1pp | 24.52%+11.3pp | 220.34%-184.5pp |
| Employer contribution / active EE | $2,405 | $3,411-29.5% | $2,954-18.6% | $4,156-42.1% |
| Participant deferral / active EE | $6,281 | $5,718+9.8% | $5,098+23.2% | $6,407-2.0% |
| Admin fee / account holder | $2,538 | $15,207-83.3% | $12,098-79.0% | $12,270-79.3% |