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 | $113,901 | $107,334+6.1% | $92,893+22.6% | $152,861-25.5% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.4%+7.0pp |
| Annual return | 23.97% | 145.58%-121.6pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,014 | $4,221-28.6% | $3,653-17.5% | $4,762-36.7% |
| Participant deferral / active EE | $5,761 | $4,845+18.9% | $4,236+36.0% | $5,850-1.5% |
| Admin fee / account holder | $5,759 | $7,079-18.7% | $5,794-0.6% | $11,596-50.3% |