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 | $92,268 | $98,240-6.1% | $82,313+12.1% | $147,584-37.5% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 16.51% | 30.85%-14.3pp | 25.88%-9.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $4,026 | $3,192+26.1% | $2,428+65.8% | $4,876-17.4% |
| Participant deferral / active EE | $6,338 | $4,383+44.6% | $3,706+71.0% | $5,439+16.5% |
| Admin fee / account holder | $9,458 | $8,563+10.5% | $5,608+68.7% | $10,885-13.1% |