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 | $102,374 | $127,777-19.9% | $106,548-3.9% | $167,490-38.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 18.68% | 33.87%-15.2pp | 26.80%-8.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $1,250 | $3,427-63.5% | $2,819-55.7% | $4,837-74.2% |
| Participant deferral / active EE | $26,924 | $5,087+429.3% | $4,398+512.2% | $6,341+324.6% |
| Admin fee / account holder | $3,111 | $11,228-72.3% | $7,407-58.0% | $12,309-74.7% |