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 | $106,862 | $105,126+1.7% | $94,646+12.9% | $139,434-23.4% |
| Participation rate | 91.7% | 82.4%+9.3pp | 80.8%+10.8pp | 80.3%+11.3pp |
| Annual return | 17.26% | 38.03%-20.8pp | 156.71%-139.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,042 | $4,106-74.6% | $3,672-71.6% | $4,751-78.1% |
| Participant deferral / active EE | $6,674 | $7,599-12.2% | $7,418-10.0% | $6,710-0.5% |
| Admin fee / account holder | $301 | $8,984-96.6% | $7,231-95.8% | $11,403-97.4% |