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 | $97,861 | $98,240-0.4% | $82,313+18.9% | $147,584-33.7% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 18.77% | 30.85%-12.1pp | 25.88%-7.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,076 | $3,192-35.0% | $2,428-14.5% | $4,876-57.4% |
| Participant deferral / active EE | $6,242 | $4,383+42.4% | $3,706+68.4% | $5,439+14.8% |
| Admin fee / account holder | $5,261 | $8,563-38.6% | $5,608-6.2% | $10,885-51.7% |