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 | $108,768 | $117,841-7.7% | $102,423+6.2% | $145,922-25.5% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 22.30% | 31.65%-9.4pp | 29.32%-7.0pp | 561.29%-539.0pp |
| Employer contribution / active EE | $3,036 | $3,615-16.0% | $3,023+0.4% | $4,660-34.8% |
| Participant deferral / active EE | $8,623 | $5,731+50.5% | $5,053+70.6% | $6,688+28.9% |
| Admin fee / account holder | $5,152 | $13,326-61.3% | $9,451-45.5% | $13,397-61.5% |