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 | $98,582 | $127,777-22.8% | $106,548-7.5% | $167,490-41.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.20% | 33.87%-21.7pp | 26.80%-14.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,981 | $3,427-13.0% | $2,819+5.7% | $4,837-38.4% |
| Participant deferral / active EE | $1,749 | $5,087-65.6% | $4,398-60.2% | $6,341-72.4% |
| Admin fee / account holder | $1,750 | $11,228-84.4% | $7,407-76.4% | $12,309-85.8% |