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 | $104,307 | $89,753+16.2% | $107,525-3.0% | $84,808+23.0% |
| Participation rate | 96.6% | 68.1%+28.5pp | 75.1%+21.5pp | 68.3%+28.2pp |
| Annual return | 15.13% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,601 | $3,113+47.8% | $3,754+22.6% | $2,631+74.9% |
| Participant deferral / active EE | $4,252 | $4,056+4.8% | $5,116-16.9% | $4,212+1.0% |
| Admin fee / account holder | $9,488 | $7,222+31.4% | $8,919+6.4% | $7,344+29.2% |