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 | $94,208 | $101,069-6.8% | $81,478+15.6% | $147,584-36.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.68% | 32.40%-19.7pp | 38.78%-26.1pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,120 | $3,205-33.9% | $2,568-17.4% | $4,876-56.5% |
| Participant deferral / active EE | $2,556 | $4,242-39.8% | $3,537-27.7% | $5,439-53.0% |
| Admin fee / account holder | $6,853 | $5,812+17.9% | $4,561+50.3% | $10,885-37.0% |