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 | $99,763 | $105,859-5.8% | $90,160+10.7% | $147,584-32.4% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 22.50% | 37.63%-15.1pp | 34.88%-12.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $9,375 | $4,126+127.2% | $3,318+182.5% | $4,876+92.3% |
| Participant deferral / active EE | $4,835 | $5,733-15.7% | $5,288-8.6% | $5,439-11.1% |
| Admin fee / account holder | $13,121 | $8,046+63.1% | $5,943+120.8% | $10,885+20.5% |