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 | $106,778 | $102,616+4.1% | $81,983+30.2% | $158,922-32.8% |
| Participation rate | 91.7% | 75.5%+16.1pp | 69.2%+22.4pp | 82.0%+9.7pp |
| Annual return | 20.43% | 61.04%-40.6pp | 41.31%-20.9pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,431 | $3,240+5.9% | $2,498+37.3% | $4,761-27.9% |
| Participant deferral / active EE | $6,261 | $4,648+34.7% | $3,722+68.2% | $5,982+4.7% |
| Admin fee / account holder | $2,122 | $8,235-74.2% | $5,664-62.5% | $11,246-81.1% |