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 7-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 | $108,625 | $94,338+15.1% | $100,534+8.0% | $142,382-23.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 80.6%+5.1pp | 80.1%+5.6pp |
| Annual return | 19.16% | 29.20%-10.0pp | 32.66%-13.5pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,126 | $4,237-49.8% | $4,346-51.1% | $4,299-50.5% |
| Participant deferral / active EE | $8,147 | $5,934+37.3% | $6,144+32.6% | $6,507+25.2% |
| Admin fee / account holder | $3,001 | $8,421-64.4% | $7,654-60.8% | $12,624-76.2% |