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 | $98,690 | $115,882-14.8% | $100,516-1.8% | $158,922-37.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 25.23% | 34.79%-9.6pp | 30.89%-5.7pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,019 | $4,103-75.2% | $3,418-70.2% | $4,761-78.6% |
| Participant deferral / active EE | $9,116 | $6,674+36.6% | $6,270+45.4% | $5,982+52.4% |
| Admin fee / account holder | $1,487 | $10,995-86.5% | $8,081-81.6% | $11,246-86.8% |