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 | $136,916 | $127,777+7.2% | $106,548+28.5% | $167,490-18.3% |
| Participation rate | 91.3% | 78.3%+13.0pp | 76.1%+15.2pp | 82.1%+9.2pp |
| Annual return | 15.09% | 33.87%-18.8pp | 26.80%-11.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,778 | $3,427-48.1% | $2,819-36.9% | $4,837-63.2% |
| Participant deferral / active EE | $4,636 | $5,087-8.9% | $4,398+5.4% | $6,341-26.9% |
| Admin fee / account holder | $2,794 | $11,228-75.1% | $7,407-62.3% | $12,309-77.3% |