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 | $84,884 | $77,419+9.6% | $69,455+22.2% | $152,861-44.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.6%+14.3pp | 82.4%+6.4pp |
| Annual return | 20.31% | 39.06%-18.7pp | 28.97%-8.7pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,994 | $3,315-9.7% | $2,779+7.7% | $4,762-37.1% |
| Participant deferral / active EE | $6,670 | $4,414+51.1% | $3,535+88.7% | $5,850+14.0% |
| Admin fee / account holder | $9,013 | $6,207+45.2% | $3,839+134.8% | $11,596-22.3% |