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 | $96,897 | $102,966-5.9% | $90,281+7.3% | $152,861-36.6% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.4%+5.8pp |
| Annual return | 21.54% | 95.16%-73.6pp | 78.10%-56.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,021 | $3,139-3.7% | $2,854+5.8% | $4,762-36.6% |
| Participant deferral / active EE | $6,909 | $4,281+61.4% | $3,885+77.8% | $5,850+18.1% |
| Admin fee / account holder | $20,302 | $6,171+229.0% | $5,351+279.4% | $11,596+75.1% |