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 | $87,872 | $77,314+13.7% | $177,989-50.6% | $80,856+8.7% |
| Participation rate | 90.7% | 65.7%+25.0pp | 77.1%+13.6pp | 67.6%+23.1pp |
| Annual return | 13.64% | 18.09%-4.4pp | 294.48%-280.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,222 | $2,292+127.8% | $3,949+32.2% | $2,755+89.5% |
| Participant deferral / active EE | $3,598 | $4,411-18.4% | $6,276-42.7% | $4,296-16.3% |
| Admin fee / account holder | $12,989 | $7,191+80.6% | $10,363+25.3% | $6,918+87.8% |