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 | $84,348 | $77,419+9.0% | $69,455+21.4% | $152,861-44.8% |
| Participation rate | 81.8% | 78.1%+3.7pp | 74.6%+7.2pp | 82.4%-0.6pp |
| Annual return | 9.84% | 39.06%-29.2pp | 28.97%-19.1pp | 345.32%-335.5pp |
| Employer contribution / active EE | $6,086 | $3,315+83.6% | $2,779+119.0% | $4,762+27.8% |
| Participant deferral / active EE | $5,836 | $4,414+32.2% | $3,535+65.1% | $5,850-0.2% |
| Admin fee / account holder | $430 | $6,207-93.1% | $3,839-88.8% | $11,596-96.3% |