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 | $92,873 | $99,877-7.0% | $84,966+9.3% | $145,922-36.4% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 14.08% | 83.76%-69.7pp | 66.38%-52.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,357 | $3,231+65.8% | $2,727+96.4% | $4,660+15.0% |
| Participant deferral / active EE | $9,970 | $5,291+88.5% | $4,519+120.6% | $6,688+49.1% |
| Admin fee / account holder | $3,677 | $7,248-49.3% | $6,149-40.2% | $13,397-72.6% |