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 | $89,017 | $90,503-1.6% | $78,689+13.1% | $273,961-67.5% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 12.82% | 75.60%-62.8pp | 62.18%-49.4pp | 41.45%-28.6pp |
| Employer contribution / active EE | $4,500 | $3,176+41.7% | $2,851+57.8% | $4,869-7.6% |
| Participant deferral / active EE | $9,710 | $3,901+148.9% | $3,517+176.1% | $5,287+83.7% |
| Admin fee / account holder | $756 | $5,263-85.6% | $4,510-83.2% | $10,132-92.5% |