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 | $109,366 | $118,427-7.7% | $66,042+65.6% | $142,382-23.2% |
| Participation rate | 93.8% | 68.1%+25.6pp | 67.5%+26.2pp | 80.1%+13.6pp |
| Annual return | 13.04% | 35.57%-22.5pp | 52.11%-39.1pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,235 | $2,570+25.9% | $1,579+104.8% | $4,299-24.8% |
| Participant deferral / active EE | $8,641 | $4,311+100.4% | $2,835+204.7% | $6,507+32.8% |
| Admin fee / account holder | $3,355 | $9,593-65.0% | $5,747-41.6% | $12,624-73.4% |