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 | $109,563 | $115,708-5.3% | $65,255+67.9% | $139,434-21.4% |
| Participation rate | 83.3% | 67.8%+15.5pp | 65.0%+18.4pp | 80.3%+3.0pp |
| Annual return | 17.45% | 31.19%-13.7pp | 47.35%-29.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $933 | $2,599-64.1% | $1,691-44.9% | $4,751-80.4% |
| Participant deferral / active EE | $3,863 | $4,240-8.9% | $2,831+36.5% | $6,710-42.4% |
| Admin fee / account holder | $9,170 | $6,698+36.9% | $4,112+123.0% | $11,403-19.6% |