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 | $90,212 | $96,557-6.6% | $80,975+11.4% | $273,961-67.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 18.34% | 15.14%+3.2pp | 17.10%+1.2pp | 41.45%-23.1pp |
| Employer contribution / active EE | $7,365 | $4,868+51.3% | $3,714+98.3% | $4,869+51.3% |
| Participant deferral / active EE | $6,275 | $6,598-4.9% | $5,696+10.2% | $5,287+18.7% |
| Admin fee / account holder | $617 | $7,492-91.8% | $5,516-88.8% | $10,132-93.9% |