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 | $87,383 | $77,419+12.9% | $69,455+25.8% | $152,861-42.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 25.18% | 39.06%-13.9pp | 28.97%-3.8pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,919 | $3,315-12.0% | $2,779+5.0% | $4,762-38.7% |
| Participant deferral / active EE | $12,422 | $4,414+181.4% | $3,535+251.3% | $5,850+112.3% |
| Admin fee / account holder | $1,375 | $6,207-77.8% | $3,839-64.2% | $11,596-88.1% |