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 | $130,679 | $91,037+43.5% | $71,671+82.3% | $147,584-11.5% |
| Participation rate | 87.5% | 76.1%+11.4pp | 68.7%+18.8pp | 82.8%+4.7pp |
| Annual return | 16.61% | 20.48%-3.9pp | 20.65%-4.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,006 | $3,327-9.7% | $2,460+22.2% | $4,876-38.4% |
| Participant deferral / active EE | $10,197 | $4,498+126.7% | $3,438+196.6% | $5,439+87.5% |
| Admin fee / account holder | $1,892 | $8,613-78.0% | $5,558-66.0% | $10,885-82.6% |