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 | $109,683 | $107,452+2.1% | $91,541+19.8% | $142,382-23.0% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 11.23% | 22.06%-10.8pp | 20.50%-9.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,265 | $2,994+9.0% | $2,505+30.3% | $4,299-24.1% |
| Participant deferral / active EE | $3,369 | $4,754-29.1% | $4,008-16.0% | $6,507-48.2% |
| Admin fee / account holder | $5,139 | $8,834-41.8% | $6,956-26.1% | $12,624-59.3% |