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 | $108,965 | $114,381-4.7% | $107,525+1.3% | $142,382-23.5% |
| Participation rate | 95.5% | 78.1%+17.3pp | 75.1%+20.4pp | 80.1%+15.3pp |
| Annual return | 18.44% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,153 | $4,015-46.4% | $3,754-42.6% | $4,299-49.9% |
| Participant deferral / active EE | $9,584 | $5,564+72.2% | $5,116+87.3% | $6,507+47.3% |
| Admin fee / account holder | $1,797 | $9,860-81.8% | $8,919-79.9% | $12,624-85.8% |