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 | $204,140 | $176,812+15.5% | $146,665+39.2% | $167,490+21.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.93% | 24.03%-5.1pp | 22.74%-3.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $6,076 | $5,160+17.8% | $4,136+46.9% | $4,837+25.6% |
| Participant deferral / active EE | $8,647 | $6,440+34.3% | $5,506+57.0% | $6,341+36.4% |
| Admin fee / account holder | $1,316 | $13,259-90.1% | $10,280-87.2% | $12,309-89.3% |