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 | $90,094 | $105,859-14.9% | $90,160-0.1% | $147,584-39.0% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 14.96% | 37.63%-22.7pp | 34.88%-19.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,541 | $4,126-14.2% | $3,318+6.7% | $4,876-27.4% |
| Participant deferral / active EE | $7,605 | $5,733+32.6% | $5,288+43.8% | $5,439+39.8% |
| Admin fee / account holder | $6,215 | $8,046-22.8% | $5,943+4.6% | $10,885-42.9% |