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 | $102,949 | $104,664-1.6% | $85,682+20.2% | $167,490-38.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 29.99% | 21.45%+8.5pp | 21.49%+8.5pp | 478.56%-448.6pp |
| Employer contribution / active EE | $2,623 | $3,337-21.4% | $2,618+0.2% | $4,837-45.8% |
| Participant deferral / active EE | $5,519 | $4,824+14.4% | $3,923+40.7% | $6,341-13.0% |
| Admin fee / account holder | $6,333 | $10,032-36.9% | $6,873-7.9% | $12,309-48.6% |