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 | $111,258 | $140,940-21.1% | $112,229-0.9% | $139,434-20.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.89% | 32.71%-18.8pp | 30.20%-16.3pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,470 | $4,283-65.7% | $3,430-57.1% | $4,751-69.1% |
| Participant deferral / active EE | $6,033 | $5,874+2.7% | $4,798+25.7% | $6,710-10.1% |
| Admin fee / account holder | $6,801 | $9,954-31.7% | $7,748-12.2% | $11,403-40.4% |