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 | $103,411 | $106,515-2.9% | $96,683+7.0% | $139,434-25.8% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 25.65% | 38.43%-12.8pp | 35.69%-10.0pp | 372.94%-347.3pp |
| Employer contribution / active EE | $4,342 | $4,103+5.8% | $3,737+16.2% | $4,751-8.6% |
| Participant deferral / active EE | $9,877 | $5,454+81.1% | $4,878+102.5% | $6,710+47.2% |
| Admin fee / account holder | $6,593 | $7,877-16.3% | $6,730-2.0% | $11,403-42.2% |