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 | $85,893 | $73,933+16.2% | $96,683-11.2% | $75,163+14.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.67% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-145.0pp |
| Employer contribution / active EE | $6,499 | $2,928+122.0% | $3,737+73.9% | $2,670+143.4% |
| Participant deferral / active EE | $3,870 | $3,659+5.8% | $4,878-20.7% | $4,125-6.2% |
| Admin fee / account holder | $1,980 | $5,216-62.0% | $6,730-70.6% | $5,651-65.0% |