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 | $155,604 | $181,894-14.5% | $156,549-0.6% | $273,961-43.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.32% | 30.74%-15.4pp | 32.23%-16.9pp | 41.45%-26.1pp |
| Employer contribution / active EE | $4,999 | $6,248-20.0% | $5,501-9.1% | $4,869+2.7% |
| Participant deferral / active EE | $10,473 | $5,550+88.7% | $4,871+115.0% | $5,287+98.1% |
| Admin fee / account holder | $925 | $15,559-94.1% | $13,027-92.9% | $10,132-90.9% |