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 | $124,040 | $117,381+5.7% | $99,443+24.7% | $152,861-18.9% |
| Participation rate | 82.6% | 77.5%+5.1pp | 73.8%+8.8pp | 82.4%+0.2pp |
| Annual return | 19.14% | 31.87%-12.7pp | 30.72%-11.6pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,925 | $3,013-2.9% | $2,540+15.2% | $4,762-38.6% |
| Participant deferral / active EE | $4,503 | $4,086+10.2% | $3,619+24.4% | $5,850-23.0% |
| Admin fee / account holder | $1,359 | $7,631-82.2% | $6,250-78.3% | $11,596-88.3% |