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 9-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 | $105,291 | $111,754-5.8% | $103,333+1.9% | $145,922-27.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.57% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,151 | $4,212-1.5% | $3,868+7.3% | $4,660-10.9% |
| Participant deferral / active EE | $9,560 | $5,619+70.2% | $5,057+89.0% | $6,688+43.0% |
| Admin fee / account holder | $814 | $9,750-91.7% | $8,355-90.3% | $13,397-93.9% |