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 | $106,436 | $107,934-1.4% | $91,989+15.7% | $152,861-30.4% |
| Participation rate | 92.9% | 81.2%+11.7pp | 78.6%+14.2pp | 82.4%+10.4pp |
| Annual return | 24.72% | 89.24%-64.5pp | 69.02%-44.3pp | 345.32%-320.6pp |
| Employer contribution / active EE | $3,016 | $4,210-28.4% | $3,452-12.6% | $4,762-36.7% |
| Participant deferral / active EE | $8,618 | $6,364+35.4% | $5,923+45.5% | $5,850+47.3% |
| Admin fee / account holder | $6,855 | $10,520-34.8% | $7,743-11.5% | $11,596-40.9% |