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 | $104,641 | $106,515-1.8% | $96,683+8.2% | $139,434-25.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 21.93% | 38.43%-16.5pp | 35.69%-13.8pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,489 | $4,103-39.3% | $3,737-33.4% | $4,751-47.6% |
| Participant deferral / active EE | $5,824 | $5,454+6.8% | $4,878+19.4% | $6,710-13.2% |
| Admin fee / account holder | $543 | $7,877-93.1% | $6,730-91.9% | $11,403-95.2% |