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 | $98,553 | $140,940-30.1% | $112,229-12.2% | $139,434-29.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.54% | 32.71%-13.2pp | 30.20%-10.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,254 | $4,283-47.4% | $3,430-34.3% | $4,751-52.6% |
| Participant deferral / active EE | $7,993 | $5,874+36.1% | $4,798+66.6% | $6,710+19.1% |
| Admin fee / account holder | $8,722 | $9,954-12.4% | $7,748+12.6% | $11,403-23.5% |