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 | $112,281 | $111,754+0.5% | $103,333+8.7% | $145,922-23.1% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.5%+8.1pp | 80.3%+2.3pp |
| Annual return | 18.59% | 24.77%-6.2pp | 24.88%-6.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $5,200 | $4,212+23.4% | $3,868+34.4% | $4,660+11.6% |
| Participant deferral / active EE | $6,053 | $5,619+7.7% | $5,057+19.7% | $6,688-9.5% |
| Admin fee / account holder | $1,373 | $9,750-85.9% | $8,355-83.6% | $13,397-89.8% |