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 | $98,481 | $107,015-8.0% | $73,545+33.9% | $147,584-33.3% |
| Participation rate | 90.0% | 66.4%+23.6pp | 54.9%+35.1pp | 82.8%+7.2pp |
| Annual return | 21.99% | 38.25%-16.3pp | -15.16%+37.2pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,497 | $1,760-15.0% | $1,219+22.8% | $4,876-69.3% |
| Participant deferral / active EE | $5,991 | $2,462+143.4% | $1,806+231.7% | $5,439+10.2% |
| Admin fee / account holder | $513 | $3,055-83.2% | $2,320-77.9% | $10,885-95.3% |