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 | $112,181 | $103,376+8.5% | $87,100+28.8% | $152,861-26.6% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 23.25% | 28.10%-4.9pp | 28.19%-4.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,613 | $3,220-49.9% | $2,521-36.0% | $4,762-66.1% |
| Participant deferral / active EE | $3,827 | $4,778-19.9% | $4,049-5.5% | $5,850-34.6% |
| Admin fee / account holder | $1,537 | $12,205-87.4% | $7,497-79.5% | $11,596-86.7% |