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 | $98,126 | $109,327-10.2% | $89,391+9.8% | $158,922-38.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.85% | 345.68%-325.8pp | 245.62%-225.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,120 | $3,170-64.7% | $2,586-56.7% | $4,761-76.5% |
| Participant deferral / active EE | $4,383 | $4,598-4.7% | $3,890+12.7% | $5,982-26.7% |
| Admin fee / account holder | $1,392 | $6,153-77.4% | $4,881-71.5% | $11,246-87.6% |