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 | $130,249 | $105,859+23.0% | $90,160+44.5% | $147,584-11.7% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 14.05% | 37.63%-23.6pp | 34.88%-20.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,284 | $4,126-68.9% | $3,318-61.3% | $4,876-73.7% |
| Participant deferral / active EE | $6,995 | $5,733+22.0% | $5,288+32.3% | $5,439+28.6% |
| Admin fee / account holder | $879 | $8,046-89.1% | $5,943-85.2% | $10,885-91.9% |