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 | $105,623 | $101,069+4.5% | $81,478+29.6% | $147,584-28.4% |
| Participation rate | 89.5% | 74.5%+15.0pp | 68.0%+21.5pp | 82.8%+6.6pp |
| Annual return | 16.50% | 32.40%-15.9pp | 38.78%-22.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $4,084 | $3,205+27.4% | $2,568+59.0% | $4,876-16.3% |
| Participant deferral / active EE | $7,906 | $4,242+86.4% | $3,537+123.6% | $5,439+45.4% |
| Admin fee / account holder | $5,371 | $5,812-7.6% | $4,561+17.8% | $10,885-50.7% |