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 | $108,255 | $117,841-8.1% | $102,423+5.7% | $145,922-25.8% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 12.74% | 31.65%-18.9pp | 29.32%-16.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,280 | $3,615+46.1% | $3,023+74.7% | $4,660+13.3% |
| Participant deferral / active EE | $3,117 | $5,731-45.6% | $5,053-38.3% | $6,688-53.4% |
| Admin fee / account holder | $343 | $13,326-97.4% | $9,451-96.4% | $13,397-97.4% |