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 | $119,574 | $104,251+14.7% | $91,001+31.4% | $147,584-19.0% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.6%+18.8pp | 82.8%+11.6pp |
| Annual return | 18.18% | 27.06%-8.9pp | 4.60%+13.6pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,657 | $3,116+17.4% | $2,456+48.9% | $4,876-25.0% |
| Participant deferral / active EE | $6,093 | $4,195+45.2% | $3,547+71.8% | $5,439+12.0% |
| Admin fee / account holder | $11,395 | $8,948+27.3% | $5,417+110.3% | $10,885+4.7% |