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 | $103,376 | $101,069+2.3% | $81,478+26.9% | $147,584-30.0% |
| Participation rate | 78.6% | 74.5%+4.1pp | 68.0%+10.6pp | 82.8%-4.3pp |
| Annual return | 20.42% | 32.40%-12.0pp | 38.78%-18.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,455 | $3,205-23.4% | $2,568-4.4% | $4,876-49.7% |
| Participant deferral / active EE | $4,581 | $4,242+8.0% | $3,537+29.5% | $5,439-15.8% |
| Admin fee / account holder | $1,828 | $5,812-68.5% | $4,561-59.9% | $10,885-83.2% |