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 | $94,174 | $103,376-8.9% | $87,100+8.1% | $152,861-38.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 28.97% | 28.10%+0.9pp | 28.19%+0.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $7,718 | $3,220+139.6% | $2,521+206.1% | $4,762+62.1% |
| Participant deferral / active EE | $5,877 | $4,778+23.0% | $4,049+45.2% | $5,850+0.5% |
| Admin fee / account holder | $1,153 | $12,205-90.6% | $7,497-84.6% | $11,596-90.1% |