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 | $110,098 | $106,515+3.4% | $96,683+13.9% | $139,434-21.0% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 16.89% | 38.43%-21.5pp | 35.69%-18.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $38,957 | $4,103+849.5% | $3,737+942.5% | $4,751+720.0% |
| Participant deferral / active EE | $1,944 | $5,454-64.4% | $4,878-60.1% | $6,710-71.0% |
| Admin fee / account holder | $827 | $7,877-89.5% | $6,730-87.7% | $11,403-92.7% |