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 | $111,207 | $112,729-1.3% | $98,716+12.7% | $137,256-19.0% |
| Participation rate | 86.4% | 74.2%+12.1pp | 69.3%+17.1pp | 80.0%+6.4pp |
| Annual return | 14.68% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $765 | $2,725-71.9% | $2,279-66.4% | $4,156-81.6% |
| Participant deferral / active EE | $1,186 | $4,640-74.4% | $4,048-70.7% | $6,407-81.5% |
| Admin fee / account holder | $13,014 | $10,129+28.5% | $8,703+49.5% | $12,270+6.1% |