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 | $119,786 | $116,175+3.1% | $93,606+28.0% | $152,861-21.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 13.61% | 35.96%-22.4pp | 32.76%-19.2pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,538 | $3,218-52.2% | $2,718-43.4% | $4,762-67.7% |
| Participant deferral / active EE | $5,138 | $4,603+11.6% | $4,069+26.3% | $5,850-12.2% |
| Admin fee / account holder | $12,268 | $10,748+14.1% | $7,888+55.5% | $11,596+5.8% |