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 | $111,326 | $103,376+7.7% | $87,100+27.8% | $152,861-27.2% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 18.16% | 28.10%-9.9pp | 28.19%-10.0pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,088 | $3,220-66.2% | $2,521-56.8% | $4,762-77.1% |
| Participant deferral / active EE | $4,601 | $4,778-3.7% | $4,049+13.7% | $5,850-21.3% |
| Admin fee / account holder | $981 | $12,205-92.0% | $7,497-86.9% | $11,596-91.5% |