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 | $115,690 | $117,841-1.8% | $102,423+13.0% | $145,922-20.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 16.29% | 31.65%-15.4pp | 29.32%-13.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,898 | $3,615-47.5% | $3,023-37.2% | $4,660-59.3% |
| Participant deferral / active EE | $12,595 | $5,731+119.8% | $5,053+149.3% | $6,688+88.3% |
| Admin fee / account holder | $2,024 | $13,326-84.8% | $9,451-78.6% | $13,397-84.9% |