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 | $98,629 | $124,281-20.6% | $109,143-9.6% | $167,490-41.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.54% | 26.04%-11.5pp | 25.75%-11.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $5,243 | $4,207+24.6% | $3,722+40.9% | $4,837+8.4% |
| Participant deferral / active EE | $5,716 | $5,255+8.8% | $4,653+22.8% | $6,341-9.9% |
| Admin fee / account holder | $619 | $7,970-92.2% | $6,752-90.8% | $12,309-95.0% |