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 | $133,303 | $117,841+13.1% | $102,423+30.1% | $145,922-8.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 15.75% | 31.65%-15.9pp | 29.32%-13.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $4,630 | $3,615+28.1% | $3,023+53.2% | $4,660-0.6% |
| Participant deferral / active EE | $10,755 | $5,731+87.7% | $5,053+112.8% | $6,688+60.8% |
| Admin fee / account holder | $739 | $13,326-94.5% | $9,451-92.2% | $13,397-94.5% |