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 | $103,208 | $113,339-8.9% | $94,993+8.6% | $147,584-30.1% |
| Participation rate | 95.8% | 78.0%+17.9pp | 73.9%+21.9pp | 82.8%+13.0pp |
| Annual return | 16.82% | 20.77%-3.9pp | 27.12%-10.3pp | 578.55%-561.7pp |
| Employer contribution / active EE | $4,456 | $3,160+41.0% | $2,603+71.2% | $4,876-8.6% |
| Participant deferral / active EE | $7,466 | $3,777+97.7% | $3,317+125.1% | $5,439+37.3% |
| Admin fee / account holder | $331 | $6,063-94.5% | $4,960-93.3% | $10,885-97.0% |