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 | $140,737 | $104,664+34.5% | $85,682+64.3% | $167,490-16.0% |
| Participation rate | 93.3% | 76.4%+17.0pp | 69.9%+23.5pp | 82.1%+11.2pp |
| Annual return | 16.94% | 21.45%-4.5pp | 21.49%-4.5pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,604 | $3,337-22.0% | $2,618-0.5% | $4,837-46.2% |
| Participant deferral / active EE | $7,698 | $4,824+59.6% | $3,923+96.2% | $6,341+21.4% |
| Admin fee / account holder | $924 | $10,032-90.8% | $6,873-86.6% | $12,309-92.5% |