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 | $114,749 | $105,859+8.4% | $90,160+27.3% | $147,584-22.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.40% | 37.63%-21.2pp | 34.88%-18.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,061 | $4,126-25.8% | $3,318-7.7% | $4,876-37.2% |
| Participant deferral / active EE | $6,080 | $5,733+6.1% | $5,288+15.0% | $5,439+11.8% |
| Admin fee / account holder | $3,369 | $8,046-58.1% | $5,943-43.3% | $10,885-69.0% |