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 | $115,724 | $111,754+3.6% | $103,333+12.0% | $145,922-20.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.96% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $7,810 | $4,212+85.4% | $3,868+101.9% | $4,660+67.6% |
| Participant deferral / active EE | $7,088 | $5,619+26.1% | $5,057+40.1% | $6,688+6.0% |
| Admin fee / account holder | $1,523 | $9,750-84.4% | $8,355-81.8% | $13,397-88.6% |