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 | $87,570 | $111,754-21.6% | $103,333-15.3% | $145,922-40.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.12% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $6,701 | $4,212+59.1% | $3,868+73.3% | $4,660+43.8% |
| Participant deferral / active EE | $7,384 | $5,619+31.4% | $5,057+46.0% | $6,688+10.4% |
| Admin fee / account holder | $3,810 | $9,750-60.9% | $8,355-54.4% | $13,397-71.6% |