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 | $129,627 | $100,970+28.4% | $96,576+34.2% | $137,256-5.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.37% | 38.16%-17.8pp | 38.47%-18.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $4,709 | $3,809+23.6% | $3,553+32.5% | $4,156+13.3% |
| Participant deferral / active EE | $9,391 | $8,286+13.3% | $7,956+18.0% | $6,407+46.6% |
| Admin fee / account holder | $628 | $11,312-94.4% | $11,381-94.5% | $12,270-94.9% |