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 | $123,098 | $149,679-17.8% | $117,039+5.2% | $147,584-16.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.38% | 19.31%-1.9pp | 18.95%-1.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $6,012 | $4,937+21.8% | $3,785+58.9% | $4,876+23.3% |
| Participant deferral / active EE | $6,020 | $4,912+22.6% | $3,929+53.2% | $5,439+10.7% |
| Admin fee / account holder | $8,807 | $7,856+12.1% | $5,974+47.4% | $10,885-19.1% |