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 | $122,795 | $105,859+16.0% | $90,160+36.2% | $147,584-16.8% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 14.19% | 37.63%-23.4pp | 34.88%-20.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,294 | $4,126-44.4% | $3,318-30.9% | $4,876-53.0% |
| Participant deferral / active EE | $8,785 | $5,733+53.2% | $5,288+66.1% | $5,439+61.5% |
| Admin fee / account holder | $4,346 | $8,046-46.0% | $5,943-26.9% | $10,885-60.1% |