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 | $98,649 | $103,376-4.6% | $87,100+13.3% | $152,861-35.5% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 23.86% | 28.10%-4.2pp | 28.19%-4.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,806 | $3,220-12.9% | $2,521+11.3% | $4,762-41.1% |
| Participant deferral / active EE | $8,056 | $4,778+68.6% | $4,049+99.0% | $5,850+37.7% |
| Admin fee / account holder | $2,849 | $12,205-76.7% | $7,497-62.0% | $11,596-75.4% |