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 | $100,959 | $116,175-13.1% | $93,606+7.9% | $152,861-34.0% |
| Participation rate | 92.9% | 78.0%+14.8pp | 75.8%+17.0pp | 82.4%+10.4pp |
| Annual return | 23.59% | 35.96%-12.4pp | 32.76%-9.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $993 | $3,218-69.1% | $2,718-63.5% | $4,762-79.1% |
| Participant deferral / active EE | $2,643 | $4,603-42.6% | $4,069-35.0% | $5,850-54.8% |
| Admin fee / account holder | $18,655 | $10,748+73.6% | $7,888+136.5% | $11,596+60.9% |