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 | $97,923 | $117,841-16.9% | $102,423-4.4% | $145,922-32.9% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 15.44% | 31.65%-16.2pp | 29.32%-13.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,933 | $3,615+64.1% | $3,023+96.2% | $4,660+27.3% |
| Participant deferral / active EE | $6,786 | $5,731+18.4% | $5,053+34.3% | $6,688+1.5% |
| Admin fee / account holder | $1,453 | $13,326-89.1% | $9,451-84.6% | $13,397-89.2% |