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 | $96,862 | $118,849-18.5% | $96,562+0.3% | $167,490-42.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.97% | 50.49%-38.5pp | 37.78%-25.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,628 | $3,120-47.8% | $2,356-30.9% | $4,837-66.3% |
| Participant deferral / active EE | $2,703 | $4,616-41.4% | $3,849-29.8% | $6,341-57.4% |
| Admin fee / account holder | $534 | $8,065-93.4% | $6,181-91.4% | $12,309-95.7% |