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 | $103,693 | $99,918+3.8% | $81,382+27.4% | $145,922-28.9% |
| Participation rate | 86.4% | 74.2%+12.2pp | 69.5%+16.9pp | 80.3%+6.1pp |
| Annual return | 19.09% | 34.32%-15.2pp | 24.73%-5.6pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,660 | $2,978-10.7% | $2,463+8.0% | $4,660-42.9% |
| Participant deferral / active EE | $5,004 | $4,605+8.7% | $3,883+28.9% | $6,688-25.2% |
| Admin fee / account holder | $1,502 | $8,212-81.7% | $5,768-74.0% | $13,397-88.8% |