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 | $97,572 | $124,281-21.5% | $109,143-10.6% | $167,490-41.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.11% | 26.04%-13.9pp | 25.75%-13.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $5,081 | $4,207+20.8% | $3,722+36.5% | $4,837+5.0% |
| Participant deferral / active EE | $12,227 | $5,255+132.7% | $4,653+162.8% | $6,341+92.8% |
| Admin fee / account holder | $798 | $7,970-90.0% | $6,752-88.2% | $12,309-93.5% |