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 | $127,003 | $111,754+13.6% | $103,333+22.9% | $145,922-13.0% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 15.76% | 24.77%-9.0pp | 24.88%-9.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,993 | $4,212-28.9% | $3,868-22.6% | $4,660-35.8% |
| Participant deferral / active EE | $9,970 | $5,619+77.4% | $5,057+97.1% | $6,688+49.1% |
| Admin fee / account holder | $14,634 | $9,750+50.1% | $8,355+75.2% | $13,397+9.2% |