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 | $115,534 | $107,934+7.0% | $91,989+25.6% | $152,861-24.4% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.4%-11.0pp |
| Annual return | 27.89% | 89.24%-61.4pp | 69.02%-41.1pp | 345.32%-317.4pp |
| Employer contribution / active EE | $406 | $4,210-90.3% | $3,452-88.2% | $4,762-91.5% |
| Participant deferral / active EE | $11,804 | $6,364+85.5% | $5,923+99.3% | $5,850+101.8% |
| Admin fee / account holder | $6,024 | $10,520-42.7% | $7,743-22.2% | $11,596-48.1% |