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 | $120,645 | $135,952-11.3% | $123,892-2.6% | $273,961-56.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.47% | 56.63%-50.2pp | 47.52%-41.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,746 | $5,170-46.9% | $4,617-40.5% | $4,869-43.6% |
| Participant deferral / active EE | $7,150 | $6,343+12.7% | $5,984+19.5% | $5,287+35.2% |
| Admin fee / account holder | $11,756 | $9,817+19.8% | $8,357+40.7% | $10,132+16.0% |