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 | $99,497 | $100,773-1.3% | $88,946+11.9% | $142,382-30.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.24% | 70.18%-53.9pp | 57.82%-41.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,101 | $2,918-28.0% | $2,555-17.8% | $4,299-51.1% |
| Participant deferral / active EE | $5,291 | $5,230+1.2% | $4,581+15.5% | $6,507-18.7% |
| Admin fee / account holder | $4,384 | $9,693-54.8% | $8,261-46.9% | $12,624-65.3% |