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 | $139,788 | $176,812-20.9% | $146,665-4.7% | $167,490-16.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.99% | 24.03%-10.0pp | 22.74%-8.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $6,668 | $5,160+29.2% | $4,136+61.2% | $4,837+37.8% |
| Participant deferral / active EE | $6,563 | $6,440+1.9% | $5,506+19.2% | $6,341+3.5% |
| Admin fee / account holder | $9,475 | $13,259-28.5% | $10,280-7.8% | $12,309-23.0% |