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 | $118,404 | $99,877+18.5% | $84,966+39.4% | $145,922-18.9% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 17.12% | 83.76%-66.6pp | 66.38%-49.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,460 | $3,231-23.9% | $2,727-9.8% | $4,660-47.2% |
| Participant deferral / active EE | $6,747 | $5,291+27.5% | $4,519+49.3% | $6,688+0.9% |
| Admin fee / account holder | $812 | $7,248-88.8% | $6,149-86.8% | $13,397-93.9% |