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 | $108,942 | $116,175-6.2% | $93,606+16.4% | $152,861-28.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 15.51% | 35.96%-20.5pp | 32.76%-17.2pp | 345.32%-329.8pp |
| Employer contribution / active EE | $2,841 | $3,218-11.7% | $2,718+4.5% | $4,762-40.3% |
| Participant deferral / active EE | $4,996 | $4,603+8.5% | $4,069+22.8% | $5,850-14.6% |
| Admin fee / account holder | $3,512 | $10,748-67.3% | $7,888-55.5% | $11,596-69.7% |