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 | $100,967 | $106,515-5.2% | $96,683+4.4% | $139,434-27.6% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 17.37% | 38.43%-21.1pp | 35.69%-18.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $12,394 | $4,103+202.1% | $3,737+231.7% | $4,751+160.9% |
| Participant deferral / active EE | $3,623 | $5,454-33.6% | $4,878-25.7% | $6,710-46.0% |
| Admin fee / account holder | $3,099 | $7,877-60.7% | $6,730-54.0% | $11,403-72.8% |