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 | $116,143 | $113,339+2.5% | $94,993+22.3% | $147,584-21.3% |
| Participation rate | 84.6% | 78.0%+6.6pp | 73.9%+10.7pp | 82.8%+1.8pp |
| Annual return | 13.97% | 20.77%-6.8pp | 27.12%-13.2pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,430 | $3,160-23.1% | $2,603-6.6% | $4,876-50.2% |
| Participant deferral / active EE | $4,481 | $3,777+18.6% | $3,317+35.1% | $5,439-17.6% |
| Admin fee / account holder | $702 | $6,063-88.4% | $4,960-85.9% | $10,885-93.6% |