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 | $110,840 | $109,881+0.9% | $150,045-26.1% | $84,808+30.7% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 33.49% | 28.25%+5.2pp | 62.55%-29.1pp | 40.90%-7.4pp |
| Employer contribution / active EE | $9,212 | $3,561+158.7% | $4,693+96.3% | $2,631+250.1% |
| Participant deferral / active EE | $7,224 | $6,636+8.9% | $7,997-9.7% | $4,212+71.5% |
| Admin fee / account holder | $16,827 | $8,568+96.4% | $13,435+25.2% | $7,344+129.1% |