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 | $107,870 | $117,841-8.5% | $102,423+5.3% | $145,922-26.1% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 13.93% | 31.65%-17.7pp | 29.32%-15.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,466 | $3,615-59.4% | $3,023-51.5% | $4,660-68.5% |
| Participant deferral / active EE | $8,526 | $5,731+48.8% | $5,053+68.7% | $6,688+27.5% |
| Admin fee / account holder | $3,056 | $13,326-77.1% | $9,451-67.7% | $13,397-77.2% |