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 | $104,363 | $111,754-6.6% | $103,333+1.0% | $145,922-28.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.66% | 24.77%-6.1pp | 24.88%-6.2pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,533 | $4,212-63.6% | $3,868-60.4% | $4,660-67.1% |
| Participant deferral / active EE | $10,400 | $5,619+85.1% | $5,057+105.6% | $6,688+55.5% |
| Admin fee / account holder | $1,866 | $9,750-80.9% | $8,355-77.7% | $13,397-86.1% |