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 | $97,759 | $105,931-7.7% | $81,930+19.3% | $158,922-38.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 17.50% | 38.17%-20.7pp | 29.49%-12.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,380 | $7,800-82.3% | $4,310-68.0% | $4,761-71.0% |
| Participant deferral / active EE | $1,918 | $13,003-85.3% | $7,107-73.0% | $5,982-67.9% |
| Admin fee / account holder | $1,724 | $8,489-79.7% | $5,158-66.6% | $11,246-84.7% |