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 | $104,681 | $111,814-6.4% | $103,374+1.3% | $145,959-28.3% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.5pp |
| Annual return | 13.16% | 24.77%-11.6pp | 24.89%-11.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $9,459 | $4,214+124.5% | $3,869+144.5% | $4,661+103.0% |
| Participant deferral / active EE | $4,821 | $5,618-14.2% | $5,058-4.7% | $6,689-27.9% |
| Admin fee / account holder | $2,176 | $9,754-77.7% | $8,394-74.1% | $13,398-83.8% |