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 | $89,760 | $149,734-40.1% | $118,925-24.5% | $158,922-43.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 18.81% | 19.95%-1.1pp | 35.88%-17.1pp | 302.83%-284.0pp |
| Employer contribution / active EE | $5,497 | $4,115+33.6% | $3,263+68.5% | $4,761+15.5% |
| Participant deferral / active EE | $7,309 | $5,223+39.9% | $4,265+71.4% | $5,982+22.2% |
| Admin fee / account holder | $4,502 | $8,603-47.7% | $6,581-31.6% | $11,246-60.0% |