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 | $111,754+12.1% | $103,333+21.2% | $145,922-14.1% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 16.54% | 24.77%-8.2pp | 24.88%-8.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,924 | $4,212-54.3% | $3,868-50.3% | $4,660-58.7% |
| Participant deferral / active EE | $8,342 | $5,619+48.5% | $5,057+64.9% | $6,688+24.7% |
| Admin fee / account holder | $751 | $9,750-92.3% | $8,355-91.0% | $13,397-94.4% |