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 | $125,286 | $111,814+12.0% | $103,374+21.2% | $145,959-14.2% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 16.54% | 24.77%-8.2pp | 24.89%-8.3pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,924 | $4,214-54.3% | $3,869-50.3% | $4,661-58.7% |
| Participant deferral / active EE | $8,342 | $5,618+48.5% | $5,058+64.9% | $6,689+24.7% |
| Admin fee / account holder | $751 | $9,754-92.3% | $8,394-91.1% | $13,398-94.4% |