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 | $104,863 | $112,881-7.1% | $90,951+15.3% | $158,922-34.0% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 16.31% | 215.79%-199.5pp | 134.60%-118.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,280 | $2,893-21.2% | $2,122+7.4% | $4,761-52.1% |
| Participant deferral / active EE | $4,183 | $4,128+1.4% | $3,373+24.0% | $5,982-30.1% |
| Admin fee / account holder | $3,445 | $8,041-57.2% | $5,959-42.2% | $11,246-69.4% |