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 | $105,347 | $98,240+7.2% | $82,313+28.0% | $147,584-28.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.47% | 30.85%-11.4pp | 25.88%-6.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $3,939 | $3,192+23.4% | $2,428+62.2% | $4,876-19.2% |
| Participant deferral / active EE | $1,414 | $4,383-67.7% | $3,706-61.8% | $5,439-74.0% |
| Admin fee / account holder | $2,323 | $8,563-72.9% | $5,608-58.6% | $10,885-78.7% |