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 | $74,484 | $69,207+7.6% | $64,056+16.3% | $139,434-46.6% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 16.20% | 45.88%-29.7pp | 33.69%-17.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,043 | $3,182-35.8% | $2,747-25.6% | $4,751-57.0% |
| Participant deferral / active EE | $7,331 | $4,682+56.6% | $3,880+88.9% | $6,710+9.3% |
| Admin fee / account holder | $9,821 | $4,244+131.4% | $3,068+220.1% | $11,403-13.9% |