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 | $114,771 | $116,175-1.2% | $93,606+22.6% | $152,861-24.9% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 23.19% | 35.96%-12.8pp | 32.76%-9.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,999 | $3,218-37.9% | $2,718-26.5% | $4,762-58.0% |
| Participant deferral / active EE | $5,632 | $4,603+22.4% | $4,069+38.4% | $5,850-3.7% |
| Admin fee / account holder | $888 | $10,748-91.7% | $7,888-88.7% | $11,596-92.3% |