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 | $103,850 | $101,069+2.8% | $81,478+27.5% | $147,584-29.6% |
| Participation rate | 93.3% | 74.5%+18.9pp | 68.0%+25.4pp | 82.8%+10.5pp |
| Annual return | 18.15% | 32.40%-14.2pp | 38.78%-20.6pp | 578.55%-560.4pp |
| Employer contribution / active EE | $5,867 | $3,205+83.0% | $2,568+128.5% | $4,876+20.3% |
| Participant deferral / active EE | $13,295 | $4,242+213.4% | $3,537+275.9% | $5,439+144.5% |
| Admin fee / account holder | $4,753 | $5,812-18.2% | $4,561+4.2% | $10,885-56.3% |