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 | $109,183 | $109,881-0.6% | $150,045-27.2% | $84,808+28.7% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 20.24% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,055 | $3,561-42.3% | $4,693-56.2% | $2,631-21.9% |
| Participant deferral / active EE | $12,568 | $6,636+89.4% | $7,997+57.2% | $4,212+198.4% |
| Admin fee / account holder | $18,198 | $8,568+112.4% | $13,435+35.5% | $7,344+147.8% |