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 | $88,957 | $117,841-24.5% | $102,423-13.1% | $145,922-39.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.38% | 31.65%-10.3pp | 29.32%-7.9pp | 561.29%-539.9pp |
| Employer contribution / active EE | $12,243 | $3,615+238.7% | $3,023+304.9% | $4,660+162.7% |
| Participant deferral / active EE | $6,758 | $5,731+17.9% | $5,053+33.7% | $6,688+1.0% |
| Admin fee / account holder | $1,528 | $13,326-88.5% | $9,451-83.8% | $13,397-88.6% |