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 | $98,445 | $176,812-44.3% | $146,665-32.9% | $167,490-41.2% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 14.76% | 24.03%-9.3pp | 22.74%-8.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $5,950 | $5,160+15.3% | $4,136+43.8% | $4,837+23.0% |
| Participant deferral / active EE | $12,723 | $6,440+97.6% | $5,506+131.1% | $6,341+100.6% |
| Admin fee / account holder | $20,056 | $13,259+51.3% | $10,280+95.1% | $12,309+62.9% |