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 9-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 | $110,563 | $111,754-1.1% | $103,333+7.0% | $145,922-24.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.20% | 24.77%-3.6pp | 24.88%-3.7pp | 561.29%-540.1pp |
| Employer contribution / active EE | $5,231 | $4,212+24.2% | $3,868+35.2% | $4,660+12.3% |
| Participant deferral / active EE | $6,537 | $5,619+16.3% | $5,057+29.3% | $6,688-2.3% |
| Admin fee / account holder | $2,095 | $9,750-78.5% | $8,355-74.9% | $13,397-84.4% |