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 | $92,846 | $105,931-12.4% | $81,930+13.3% | $158,922-41.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 11.07% | 38.17%-27.1pp | 29.49%-18.4pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,340 | $7,800-82.8% | $4,310-68.9% | $4,761-71.8% |
| Participant deferral / active EE | $7,774 | $13,003-40.2% | $7,107+9.4% | $5,982+29.9% |
| Admin fee / account holder | $7,033 | $8,489-17.1% | $5,158+36.4% | $11,246-37.5% |