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 | $105,821 | $115,882-8.7% | $100,516+5.3% | $158,922-33.4% |
| Participation rate | 94.7% | 81.6%+13.2pp | 79.4%+15.3pp | 82.0%+12.8pp |
| Annual return | 8.80% | 34.79%-26.0pp | 30.89%-22.1pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,982 | $4,103-27.3% | $3,418-12.7% | $4,761-37.4% |
| Participant deferral / active EE | $7,923 | $6,674+18.7% | $6,270+26.4% | $5,982+32.4% |
| Admin fee / account holder | $4,142 | $10,995-62.3% | $8,081-48.7% | $11,246-63.2% |