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 | $82,483 | $98,240-16.0% | $82,313+0.2% | $147,584-44.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.46% | 30.85%-20.4pp | 25.88%-15.4pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,234 | $3,192-30.0% | $2,428-8.0% | $4,876-54.2% |
| Participant deferral / active EE | $6,212 | $4,383+41.7% | $3,706+67.6% | $5,439+14.2% |
| Admin fee / account holder | $350 | $8,563-95.9% | $5,608-93.8% | $10,885-96.8% |