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 | $116,814 | $110,257+5.9% | $96,544+21.0% | $139,434-16.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.72% | 26.32%-5.6pp | 25.84%-5.1pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,009 | $3,620-44.5% | $2,965-32.3% | $4,751-57.7% |
| Participant deferral / active EE | $3,728 | $5,548-32.8% | $4,851-23.2% | $6,710-44.4% |
| Admin fee / account holder | $868 | $11,591-92.5% | $8,252-89.5% | $11,403-92.4% |