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 | $134,258 | $101,069+32.8% | $81,478+64.8% | $147,584-9.0% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 19.32% | 32.40%-13.1pp | 38.78%-19.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,360 | $3,205+4.8% | $2,568+30.9% | $4,876-31.1% |
| Participant deferral / active EE | $11,977 | $4,242+182.4% | $3,537+238.7% | $5,439+120.2% |
| Admin fee / account holder | $2,549 | $5,812-56.1% | $4,561-44.1% | $10,885-76.6% |