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 | $81,508 | $91,037-10.5% | $71,671+13.7% | $147,584-44.8% |
| Participation rate | 91.7% | 76.1%+15.5pp | 68.7%+22.9pp | 82.8%+8.8pp |
| Annual return | 17.37% | 20.48%-3.1pp | 20.65%-3.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $4,897 | $3,327+47.2% | $2,460+99.1% | $4,876+0.4% |
| Participant deferral / active EE | $4,027 | $4,498-10.5% | $3,438+17.1% | $5,439-26.0% |
| Admin fee / account holder | $308 | $8,613-96.4% | $5,558-94.5% | $10,885-97.2% |