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 | $98,904 | $99,652-0.7% | $78,778+25.5% | $147,584-33.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 23.48% | 47.28%-23.8pp | 35.62%-12.1pp | 578.55%-555.1pp |
| Employer contribution / active EE | $936 | $2,796-66.5% | $1,986-52.9% | $4,876-80.8% |
| Participant deferral / active EE | $4,132 | $3,664+12.8% | $2,958+39.7% | $5,439-24.0% |
| Admin fee / account holder | $5,123 | $7,155-28.4% | $5,134-0.2% | $10,885-52.9% |