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 | $116,292 | $140,940-17.5% | $112,229+3.6% | $139,434-16.6% |
| Participation rate | 95.0% | 79.2%+15.8pp | 72.4%+22.6pp | 80.3%+14.7pp |
| Annual return | 30.20% | 32.71%-2.5pp | 30.20%0pp | 372.94%-342.7pp |
| Employer contribution / active EE | $2,789 | $4,283-34.9% | $3,430-18.7% | $4,751-41.3% |
| Participant deferral / active EE | $9,632 | $5,874+64.0% | $4,798+100.8% | $6,710+43.5% |
| Admin fee / account holder | $5,249 | $9,954-47.3% | $7,748-32.3% | $11,403-54.0% |