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 | $95,210 | $118,450-19.6% | $98,439-3.3% | $139,434-31.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.50% | 18.94%-0.4pp | 21.16%-2.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,693 | $3,609+2.3% | $3,048+21.2% | $4,751-22.3% |
| Participant deferral / active EE | $5,238 | $5,392-2.9% | $4,738+10.6% | $6,710-21.9% |
| Admin fee / account holder | $6,128 | $14,026-56.3% | $8,948-31.5% | $11,403-46.3% |