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 | $102,567 | $103,376-0.8% | $87,100+17.8% | $152,861-32.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.59% | 28.10%-11.5pp | 28.19%-11.6pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,206 | $3,220-31.5% | $2,521-12.5% | $4,762-53.7% |
| Participant deferral / active EE | $8,159 | $4,778+70.8% | $4,049+101.5% | $5,850+39.5% |
| Admin fee / account holder | $404 | $12,205-96.7% | $7,497-94.6% | $11,596-96.5% |