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 | $109,818 | $142,405-22.9% | $115,157-4.6% | $152,861-28.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 20.99% | 41.48%-20.5pp | 35.60%-14.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,716 | $4,010-32.3% | $3,179-14.6% | $4,762-43.0% |
| Participant deferral / active EE | $3,307 | $5,164-36.0% | $4,168-20.7% | $5,850-43.5% |
| Admin fee / account holder | $9,559 | $8,462+13.0% | $7,088+34.9% | $11,596-17.6% |