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 | $128,661 | $103,376+24.5% | $87,100+47.7% | $152,861-15.8% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 20.67% | 28.10%-7.4pp | 28.19%-7.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $943 | $3,220-70.7% | $2,521-62.6% | $4,762-80.2% |
| Participant deferral / active EE | $7,267 | $4,778+52.1% | $4,049+79.5% | $5,850+24.2% |
| Admin fee / account holder | $2,658 | $12,205-78.2% | $7,497-64.5% | $11,596-77.1% |