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 | $118,371 | $104,251+13.5% | $91,001+30.1% | $147,584-19.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 14.73% | 27.06%-12.3pp | 4.60%+10.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,480 | $3,116-20.4% | $2,456+1.0% | $4,876-49.1% |
| Participant deferral / active EE | $5,042 | $4,195+20.2% | $3,547+42.1% | $5,439-7.3% |
| Admin fee / account holder | $11,606 | $8,948+29.7% | $5,417+114.2% | $10,885+6.6% |