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 | $129,066 | $117,841+9.5% | $102,423+26.0% | $145,922-11.6% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 21.44% | 31.65%-10.2pp | 29.32%-7.9pp | 561.29%-539.8pp |
| Employer contribution / active EE | $2,561 | $3,615-29.2% | $3,023-15.3% | $4,660-45.0% |
| Participant deferral / active EE | $10,649 | $5,731+85.8% | $5,053+110.7% | $6,688+59.2% |
| Admin fee / account holder | $7,929 | $13,326-40.5% | $9,451-16.1% | $13,397-40.8% |