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 | $101,259 | $111,754-9.4% | $103,333-2.0% | $145,922-30.6% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 14.05% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,028 | $4,212-51.9% | $3,868-47.6% | $4,660-56.5% |
| Participant deferral / active EE | $2,559 | $5,619-54.5% | $5,057-49.4% | $6,688-61.7% |
| Admin fee / account holder | $5,619 | $9,750-42.4% | $8,355-32.7% | $13,397-58.1% |