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 | $136,390 | $138,347-1.4% | $184,203-26.0% | $80,856+68.7% |
| Participation rate | 96.4% | 83.9%+12.6pp | 86.8%+9.6pp | 67.6%+28.8pp |
| Annual return | 12.95% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $8,615 | $4,850+77.6% | $6,427+34.0% | $2,755+212.7% |
| Participant deferral / active EE | $8,397 | $7,071+18.8% | $9,131-8.0% | $4,296+95.5% |
| Admin fee / account holder | $4,171 | $10,483-60.2% | $13,901-70.0% | $6,918-39.7% |