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 | $116,622 | $117,841-1.0% | $102,423+13.9% | $145,922-20.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.24% | 31.65%-15.4pp | 29.32%-13.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $9,589 | $3,615+165.3% | $3,023+217.2% | $4,660+105.8% |
| Participant deferral / active EE | $7,038 | $5,731+22.8% | $5,053+39.3% | $6,688+5.2% |
| Admin fee / account holder | $5,973 | $13,326-55.2% | $9,451-36.8% | $13,397-55.4% |