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 | $134,563 | $106,584+26.3% | $101,326+32.8% | $142,382-5.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 18.98% | 36.93%-17.9pp | 36.82%-17.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $7,293 | $3,956+84.4% | $3,665+99.0% | $4,299+69.6% |
| Participant deferral / active EE | $17,625 | $8,297+112.4% | $7,994+120.5% | $6,507+170.9% |
| Admin fee / account holder | $2,316 | $11,446-79.8% | $11,185-79.3% | $12,624-81.7% |