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 | $117,016 | $152,460-23.2% | $118,746-1.5% | $147,584-20.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 11.78% | 17.41%-5.6pp | 24.54%-12.8pp | 578.55%-566.8pp |
| Employer contribution / active EE | $3,797 | $5,046-24.8% | $4,193-9.4% | $4,876-22.1% |
| Participant deferral / active EE | $9,579 | $6,212+54.2% | $5,332+79.6% | $5,439+76.1% |
| Admin fee / account holder | $9,258 | $16,953-45.4% | $10,720-13.6% | $10,885-14.9% |