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 8-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 | $106,360 | $94,752+12.2% | $112,887-5.8% | $139,434-23.7% |
| Participation rate | 77.8% | 81.3%-3.5pp | 80.5%-2.7pp | 80.3%-2.5pp |
| Annual return | 15.13% | 40.88%-25.8pp | 34.10%-19.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,446 | $4,625-47.1% | $4,563-46.4% | $4,751-48.5% |
| Participant deferral / active EE | $4,041 | $6,512-37.9% | $6,513-38.0% | $6,710-39.8% |
| Admin fee / account holder | $3,471 | $8,527-59.3% | $7,047-50.8% | $11,403-69.6% |