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 | $108,677 | $78,672+38.1% | $109,143-0.4% | $85,850+26.6% |
| Participation rate | 82.9% | 68.3%+14.6pp | 75.9%+7.0pp | 69.3%+13.5pp |
| Annual return | 14.16% | 25.09%-10.9pp | 25.75%-11.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,263 | $2,735-17.2% | $3,722-39.2% | $2,565-11.8% |
| Participant deferral / active EE | $4,457 | $3,467+28.5% | $4,653-4.2% | $3,952+12.8% |
| Admin fee / account holder | $2,671 | $5,469-51.2% | $6,752-60.4% | $6,260-57.3% |