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 | $103,893 | $97,125+7.0% | $86,233+20.5% | $137,256-24.3% |
| Participation rate | 78.9% | 74.2%+4.8pp | 69.0%+9.9pp | 80.0%-1.0pp |
| Annual return | 18.16% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,051 | $2,841+42.6% | $2,504+61.7% | $4,156-2.5% |
| Participant deferral / active EE | $7,540 | $5,180+45.6% | $4,559+65.4% | $6,407+17.7% |
| Admin fee / account holder | $20,201 | $9,725+107.7% | $8,342+142.2% | $12,270+64.6% |