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 | $91,492 | $111,754-18.1% | $103,333-11.5% | $145,922-37.3% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 22.70% | 24.77%-2.1pp | 24.88%-2.2pp | 561.29%-538.6pp |
| Employer contribution / active EE | $11,277 | $4,212+167.7% | $3,868+191.6% | $4,660+142.0% |
| Participant deferral / active EE | $10,661 | $5,619+89.7% | $5,057+110.8% | $6,688+59.4% |
| Admin fee / account holder | $12,579 | $9,750+29.0% | $8,355+50.6% | $13,397-6.1% |