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 | $137,660 | $111,754+23.2% | $103,333+33.2% | $145,922-5.7% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 11.70% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $8,818 | $4,212+109.3% | $3,868+128.0% | $4,660+89.2% |
| Participant deferral / active EE | $12,733 | $5,619+126.6% | $5,057+151.8% | $6,688+90.4% |
| Admin fee / account holder | $5,777 | $9,750-40.7% | $8,355-30.8% | $13,397-56.9% |