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 | $88,625 | $101,069-12.3% | $81,478+8.8% | $147,584-39.9% |
| Participation rate | 91.7% | 74.5%+17.2pp | 68.0%+23.7pp | 82.8%+8.8pp |
| Annual return | 15.58% | 32.40%-16.8pp | 38.78%-23.2pp | 578.55%-563.0pp |
| Employer contribution / active EE | $9,114 | $3,205+184.3% | $2,568+254.9% | $4,876+86.9% |
| Participant deferral / active EE | $12,641 | $4,242+198.0% | $3,537+257.4% | $5,439+132.4% |
| Admin fee / account holder | $5,190 | $5,812-10.7% | $4,561+13.8% | $10,885-52.3% |