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 | $97,903 | $111,754-12.4% | $103,333-5.3% | $145,922-32.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.51% | 24.77%-7.3pp | 24.88%-7.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,812 | $4,212-33.3% | $3,868-27.3% | $4,660-39.7% |
| Participant deferral / active EE | $7,555 | $5,619+34.5% | $5,057+49.4% | $6,688+13.0% |
| Admin fee / account holder | $2,461 | $9,750-74.8% | $8,355-70.5% | $13,397-81.6% |