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 | $98,359 | $89,753+9.6% | $107,525-8.5% | $84,808+16.0% |
| Participation rate | 96.4% | 68.1%+28.4pp | 75.1%+21.4pp | 68.3%+28.1pp |
| Annual return | 19.44% | 29.48%-10.0pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $6,330 | $3,113+103.3% | $3,754+68.7% | $2,631+140.6% |
| Participant deferral / active EE | $3,606 | $4,056-11.1% | $5,116-29.5% | $4,212-14.4% |
| Admin fee / account holder | $6,632 | $7,222-8.2% | $8,919-25.6% | $7,344-9.7% |