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 | $107,917 | $127,065-15.1% | $113,168-4.6% | $142,382-24.2% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 16.43% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,518 | $3,442+60.3% | $2,975+85.5% | $4,299+28.3% |
| Participant deferral / active EE | $4,312 | $5,716-24.6% | $5,107-15.6% | $6,507-33.7% |
| Admin fee / account holder | $654 | $15,736-95.8% | $12,068-94.6% | $12,624-94.8% |