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 | $108,684 | $103,376+5.1% | $87,100+24.8% | $152,861-28.9% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.9%+11.4pp | 82.4%+5.8pp |
| Annual return | 35.66% | 28.10%+7.6pp | 28.19%+7.5pp | 345.32%-309.7pp |
| Employer contribution / active EE | $4,663 | $3,220+44.8% | $2,521+84.9% | $4,762-2.1% |
| Participant deferral / active EE | $9,520 | $4,778+99.3% | $4,049+135.2% | $5,850+62.7% |
| Admin fee / account holder | $7,683 | $12,205-37.1% | $7,497+2.5% | $11,596-33.7% |