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 | $77,995 | $95,193-18.1% | $76,523+1.9% | $135,375-42.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 33.07% | 4.85%+28.2pp | -0.27%+33.3pp | 519.73%-486.7pp |
| Employer contribution / active EE | $5,988 | $3,302+81.3% | $2,647+126.2% | $4,779+25.3% |
| Participant deferral / active EE | $5,470 | $4,639+17.9% | $3,835+42.6% | $5,609-2.5% |
| Admin fee / account holder | $1,097 | $6,249-82.4% | $4,848-77.4% | $10,827-89.9% |