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 | $109,188 | $98,240+11.1% | $82,313+32.6% | $147,584-26.0% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.4pp | 82.8%+10.5pp |
| Annual return | 19.55% | 30.85%-11.3pp | 25.88%-6.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $598 | $3,192-81.3% | $2,428-75.4% | $4,876-87.7% |
| Participant deferral / active EE | $6,722 | $4,383+53.4% | $3,706+81.4% | $5,439+23.6% |
| Admin fee / account holder | $419 | $8,563-95.1% | $5,608-92.5% | $10,885-96.1% |