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 | $132,881 | $117,841+12.8% | $102,423+29.7% | $145,922-8.9% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 9.37% | 31.65%-22.3pp | 29.32%-20.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $4,546 | $3,615+25.8% | $3,023+50.4% | $4,660-2.4% |
| Participant deferral / active EE | $9,309 | $5,731+62.4% | $5,053+84.2% | $6,688+39.2% |
| Admin fee / account holder | $3,666 | $13,326-72.5% | $9,451-61.2% | $13,397-72.6% |