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 | $117,654 | $104,251+12.9% | $91,001+29.3% | $147,584-20.3% |
| Participation rate | 89.5% | 78.2%+11.2pp | 75.6%+13.9pp | 82.8%+6.6pp |
| Annual return | 18.61% | 27.06%-8.5pp | 4.60%+14.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,376 | $3,116-55.8% | $2,456-44.0% | $4,876-71.8% |
| Participant deferral / active EE | $2,670 | $4,195-36.4% | $3,547-24.7% | $5,439-50.9% |
| Admin fee / account holder | $14,268 | $8,948+59.5% | $5,417+163.4% | $10,885+31.1% |