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 | $91,712 | $107,334-14.6% | $92,893-1.3% | $152,861-40.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.98% | 145.58%-121.6pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,999 | $4,221-28.9% | $3,653-17.9% | $4,762-37.0% |
| Participant deferral / active EE | $4,798 | $4,845-1.0% | $4,236+13.3% | $5,850-18.0% |
| Admin fee / account holder | $858 | $7,079-87.9% | $5,794-85.2% | $11,596-92.6% |