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 | $78,421 | $110,257-28.9% | $96,544-18.8% | $139,434-43.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.87% | 26.32%-10.4pp | 25.84%-10.0pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,680 | $3,620+1.7% | $2,965+24.1% | $4,751-22.5% |
| Participant deferral / active EE | $5,963 | $5,548+7.5% | $4,851+22.9% | $6,710-11.1% |
| Admin fee / account holder | $576 | $11,591-95.0% | $8,252-93.0% | $11,403-94.9% |