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 | $95,991 | $98,240-2.3% | $82,313+16.6% | $147,584-35.0% |
| Participation rate | 90.5% | 79.7%+10.8pp | 76.9%+13.6pp | 82.8%+7.6pp |
| Annual return | 17.35% | 30.85%-13.5pp | 25.88%-8.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,970 | $3,192-38.3% | $2,428-18.9% | $4,876-59.6% |
| Participant deferral / active EE | $7,642 | $4,383+74.4% | $3,706+106.2% | $5,439+40.5% |
| Admin fee / account holder | $2,477 | $8,563-71.1% | $5,608-55.8% | $10,885-77.2% |