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 | $95,891 | $124,281-22.8% | $109,143-12.1% | $167,490-42.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.37% | 26.04%-13.7pp | 25.75%-13.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $6,849 | $4,207+62.8% | $3,722+84.0% | $4,837+41.6% |
| Participant deferral / active EE | $8,139 | $5,255+54.9% | $4,653+74.9% | $6,341+28.4% |
| Admin fee / account holder | $3,962 | $7,970-50.3% | $6,752-41.3% | $12,309-67.8% |