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 | $107,056 | $100,901+6.1% | $75,670+41.5% | $147,584-27.5% |
| Participation rate | 84.2% | 77.1%+7.1pp | 72.3%+11.9pp | 82.8%+1.4pp |
| Annual return | 14.97% | 35.78%-20.8pp | 27.34%-12.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,123 | $3,253-65.5% | $2,352-52.2% | $4,876-77.0% |
| Participant deferral / active EE | $4,681 | $4,027+16.2% | $3,142+49.0% | $5,439-13.9% |
| Admin fee / account holder | $2,668 | $11,285-76.4% | $5,800-54.0% | $10,885-75.5% |