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 | $102,242 | $99,985+2.3% | $146,665-30.3% | $85,850+19.1% |
| Participation rate | 85.2% | 73.1%+12.1pp | 80.1%+5.1pp | 69.3%+15.9pp |
| Annual return | 31.98% | 18.93%+13.0pp | 22.74%+9.2pp | 318.53%-286.6pp |
| Employer contribution / active EE | $2,685 | $2,559+4.9% | $4,136-35.1% | $2,565+4.7% |
| Participant deferral / active EE | $6,600 | $4,006+64.8% | $5,506+19.9% | $3,952+67.0% |
| Admin fee / account holder | $81,597 | $7,702+959.4% | $10,280+693.8% | $6,260+1203.5% |