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 | $124,450 | $118,450+5.1% | $98,439+26.4% | $139,434-10.7% |
| Participation rate | 88.2% | 77.4%+10.8pp | 75.2%+13.1pp | 80.3%+7.9pp |
| Annual return | 10.17% | 18.94%-8.8pp | 21.16%-11.0pp | 372.94%-362.8pp |
| Employer contribution / active EE | $4,533 | $3,609+25.6% | $3,048+48.7% | $4,751-4.6% |
| Participant deferral / active EE | $6,938 | $5,392+28.7% | $4,738+46.4% | $6,710+3.4% |
| Admin fee / account holder | $4,521 | $14,026-67.8% | $8,948-49.5% | $11,403-60.3% |