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 | $112,508 | $104,974+7.2% | $95,585+17.7% | $142,382-21.0% |
| Participation rate | 93.8% | 75.0%+18.8pp | 72.1%+21.7pp | 80.1%+13.6pp |
| Annual return | 14.18% | 210.33%-196.2pp | 38.56%-24.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $559 | $2,779-79.9% | $2,527-77.9% | $4,299-87.0% |
| Participant deferral / active EE | $3,955 | $4,352-9.1% | $4,023-1.7% | $6,507-39.2% |
| Admin fee / account holder | $2,776 | $6,386-56.5% | $6,127-54.7% | $12,624-78.0% |