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 | $88,246 | $106,515-17.2% | $96,683-8.7% | $139,434-36.7% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 15.86% | 38.43%-22.6pp | 35.69%-19.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $12,100 | $4,103+194.9% | $3,737+223.8% | $4,751+154.7% |
| Participant deferral / active EE | $3,848 | $5,454-29.4% | $4,878-21.1% | $6,710-42.7% |
| Admin fee / account holder | $8,231 | $7,877+4.5% | $6,730+22.3% | $11,403-27.8% |