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 | $95,529 | $110,257-13.4% | $96,544-1.1% | $139,434-31.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 25.23% | 26.32%-1.1pp | 25.84%-0.6pp | 372.94%-347.7pp |
| Employer contribution / active EE | $17,348 | $3,620+379.3% | $2,965+485.1% | $4,751+265.2% |
| Participant deferral / active EE | $3,788 | $5,548-31.7% | $4,851-21.9% | $6,710-43.6% |
| Admin fee / account holder | $3,602 | $11,591-68.9% | $8,252-56.3% | $11,403-68.4% |