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 | $106,403 | $127,065-16.3% | $113,168-6.0% | $142,382-25.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.94% | 24.03%-11.1pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,278 | $3,442-33.8% | $2,975-23.4% | $4,299-47.0% |
| Participant deferral / active EE | $3,803 | $5,716-33.5% | $5,107-25.5% | $6,507-41.6% |
| Admin fee / account holder | $856 | $15,736-94.6% | $12,068-92.9% | $12,624-93.2% |