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 | $102,334 | $105,931-3.4% | $81,930+24.9% | $158,922-35.6% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.0%+18.9pp | 82.0%+9.0pp |
| Annual return | 14.49% | 38.17%-23.7pp | 29.49%-15.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,617 | $7,800-79.3% | $4,310-62.5% | $4,761-66.0% |
| Participant deferral / active EE | $1,737 | $13,003-86.6% | $7,107-75.6% | $5,982-71.0% |
| Admin fee / account holder | $895 | $8,489-89.5% | $5,158-82.7% | $11,246-92.0% |