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 | $96,459 | $117,841-18.1% | $102,423-5.8% | $145,922-33.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 15.92% | 31.65%-15.7pp | 29.32%-13.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,146 | $3,615-68.3% | $3,023-62.1% | $4,660-75.4% |
| Participant deferral / active EE | $5,245 | $5,731-8.5% | $5,053+3.8% | $6,688-21.6% |
| Admin fee / account holder | $1,055 | $13,326-92.1% | $9,451-88.8% | $13,397-92.1% |