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 | $101,701 | $117,841-13.7% | $102,423-0.7% | $145,922-30.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.04% | 31.65%-22.6pp | 29.32%-20.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $3,814 | $3,615+5.5% | $3,023+26.2% | $4,660-18.1% |
| Participant deferral / active EE | $11,479 | $5,731+100.3% | $5,053+127.2% | $6,688+71.6% |
| Admin fee / account holder | $2,321 | $13,326-82.6% | $9,451-75.4% | $13,397-82.7% |