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 | $108,032 | $98,240+10.0% | $82,313+31.2% | $147,584-26.8% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 20.23% | 30.85%-10.6pp | 25.88%-5.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,886 | $3,192-40.9% | $2,428-22.3% | $4,876-61.3% |
| Participant deferral / active EE | $3,494 | $4,383-20.3% | $3,706-5.7% | $5,439-35.8% |
| Admin fee / account holder | $570 | $8,563-93.3% | $5,608-89.8% | $10,885-94.8% |