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 | $104,947 | $117,983-11.0% | $101,794+3.1% | $142,382-26.3% |
| Participation rate | 86.4% | 74.2%+12.1pp | 69.2%+17.2pp | 80.1%+6.2pp |
| Annual return | 15.18% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,412 | $2,773-49.1% | $2,289-38.3% | $4,299-67.2% |
| Participant deferral / active EE | $6,596 | $4,714+39.9% | $4,084+61.5% | $6,507+1.4% |
| Admin fee / account holder | $3,663 | $10,433-64.9% | $8,777-58.3% | $12,624-71.0% |