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 | $103,328 | $107,452-3.8% | $91,541+12.9% | $142,382-27.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 15.85% | 22.06%-6.2pp | 20.50%-4.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $10,026 | $2,994+234.8% | $2,505+300.3% | $4,299+133.2% |
| Participant deferral / active EE | $7,261 | $4,754+52.7% | $4,008+81.2% | $6,507+11.6% |
| Admin fee / account holder | $312 | $8,834-96.5% | $6,956-95.5% | $12,624-97.5% |