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 | $110,589 | $109,413+1.1% | $156,263-29.2% | $84,808+30.4% |
| Participation rate | 81.8% | 72.7%+9.1pp | 78.9%+2.9pp | 68.3%+13.5pp |
| Annual return | 16.45% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,283 | $2,907+12.9% | $4,333-24.2% | $2,631+24.8% |
| Participant deferral / active EE | $5,013 | $4,590+9.2% | $6,158-18.6% | $4,212+19.0% |
| Admin fee / account holder | $2,918 | $9,357-68.8% | $14,255-79.5% | $7,344-60.3% |