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 | $117,887 | $115,882+1.7% | $100,516+17.3% | $158,922-25.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.03% | 34.79%-18.8pp | 30.89%-14.9pp | 302.83%-286.8pp |
| Employer contribution / active EE | $850 | $4,103-79.3% | $3,418-75.1% | $4,761-82.2% |
| Participant deferral / active EE | $4,217 | $6,674-36.8% | $6,270-32.7% | $5,982-29.5% |
| Admin fee / account holder | $7,867 | $10,995-28.5% | $8,081-2.7% | $11,246-30.0% |