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 | $87,625 | $91,037-3.7% | $71,671+22.3% | $147,584-40.6% |
| Participation rate | 94.1% | 76.1%+18.0pp | 68.7%+25.4pp | 82.8%+11.3pp |
| Annual return | 9.81% | 20.48%-10.7pp | 20.65%-10.8pp | 578.55%-568.7pp |
| Employer contribution / active EE | $7,180 | $3,327+115.8% | $2,460+191.9% | $4,876+47.2% |
| Participant deferral / active EE | $1,339 | $4,498-70.2% | $3,438-61.1% | $5,439-75.4% |
| Admin fee / account holder | $4,395 | $8,613-49.0% | $5,558-20.9% | $10,885-59.6% |