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 | $118,354 | $140,940-16.0% | $112,229+5.5% | $139,434-15.1% |
| Participation rate | 95.8% | 79.2%+16.6pp | 72.4%+23.4pp | 80.3%+15.5pp |
| Annual return | 19.47% | 32.71%-13.2pp | 30.20%-10.7pp | 372.94%-353.5pp |
| Employer contribution / active EE | $10,238 | $4,283+139.0% | $3,430+198.5% | $4,751+115.5% |
| Participant deferral / active EE | $6,307 | $5,874+7.4% | $4,798+31.5% | $6,710-6.0% |
| Admin fee / account holder | $2,787 | $9,954-72.0% | $7,748-64.0% | $11,403-75.6% |