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 | $99,420 | $99,985-0.6% | $146,665-32.2% | $85,850+15.8% |
| Participation rate | 84.8% | 73.1%+11.8pp | 80.1%+4.8pp | 69.3%+15.5pp |
| Annual return | 13.99% | 18.93%-4.9pp | 22.74%-8.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $5,346 | $2,559+108.9% | $4,136+29.2% | $2,565+108.4% |
| Participant deferral / active EE | $11,809 | $4,006+194.8% | $5,506+114.5% | $3,952+198.8% |
| Admin fee / account holder | $12,506 | $7,702+62.4% | $10,280+21.7% | $6,260+99.8% |