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 | $109,194 | $103,376+5.6% | $87,100+25.4% | $152,861-28.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.43% | 28.10%-5.7pp | 28.19%-5.8pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,644 | $3,220-17.9% | $2,521+4.9% | $4,762-44.5% |
| Participant deferral / active EE | $9,543 | $4,778+99.7% | $4,049+135.7% | $5,850+63.1% |
| Admin fee / account holder | $569 | $12,205-95.3% | $7,497-92.4% | $11,596-95.1% |