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 | $103,056 | $111,754-7.8% | $103,333-0.3% | $145,922-29.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.23% | 24.77%-12.5pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,975 | $4,212-5.6% | $3,868+2.8% | $4,660-14.7% |
| Participant deferral / active EE | $6,265 | $5,619+11.5% | $5,057+23.9% | $6,688-6.3% |
| Admin fee / account holder | $1,491 | $9,750-84.7% | $8,355-82.2% | $13,397-88.9% |