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 | $110,937 | $140,940-21.3% | $112,229-1.2% | $139,434-20.4% |
| Participation rate | 81.8% | 79.2%+2.6pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 9.80% | 32.71%-22.9pp | 30.20%-20.4pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,775 | $4,283-35.2% | $3,430-19.1% | $4,751-41.6% |
| Participant deferral / active EE | $6,884 | $5,874+17.2% | $4,798+43.5% | $6,710+2.6% |
| Admin fee / account holder | $2,268 | $9,954-77.2% | $7,748-70.7% | $11,403-80.1% |