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 | $76,975 | $99,918-23.0% | $81,382-5.4% | $145,922-47.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.94% | 34.32%-18.4pp | 24.73%-8.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,971 | $2,978-33.8% | $2,463-20.0% | $4,660-57.7% |
| Participant deferral / active EE | $3,888 | $4,605-15.6% | $3,883+0.1% | $6,688-41.9% |
| Admin fee / account holder | $15,230 | $8,212+85.5% | $5,768+164.0% | $13,397+13.7% |