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 | $95,364 | $102,966-7.4% | $90,281+5.6% | $152,861-37.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.94% | 95.16%-78.2pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $3,396 | $3,139+8.2% | $2,854+19.0% | $4,762-28.7% |
| Participant deferral / active EE | $13,383 | $4,281+212.6% | $3,885+244.4% | $5,850+128.8% |
| Admin fee / account holder | $1,452 | $6,171-76.5% | $5,351-72.9% | $11,596-87.5% |