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 | $99,818 | $110,257-9.5% | $96,544+3.4% | $139,434-28.4% |
| Participation rate | 86.4% | 78.1%+8.3pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 14.13% | 26.32%-12.2pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,518 | $3,620-30.4% | $2,965-15.1% | $4,751-47.0% |
| Participant deferral / active EE | $7,675 | $5,548+38.3% | $4,851+58.2% | $6,710+14.4% |
| Admin fee / account holder | $4,485 | $11,591-61.3% | $8,252-45.7% | $11,403-60.7% |