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 | $106,079 | $110,261-3.8% | $95,745+10.8% | $139,434-23.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.41% | 27.11%-7.7pp | 28.35%-8.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,499 | $3,257-54.0% | $2,835-47.1% | $4,751-68.5% |
| Participant deferral / active EE | $3,193 | $4,676-31.7% | $4,245-24.8% | $6,710-52.4% |
| Admin fee / account holder | $2,499 | $6,613-62.2% | $5,678-56.0% | $11,403-78.1% |