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 | $94,111 | $89,753+4.9% | $107,525-12.5% | $84,808+11.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.34% | 29.48%-11.1pp | 181.32%-163.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,779 | $3,113-10.8% | $3,754-26.0% | $2,631+5.6% |
| Participant deferral / active EE | $7,066 | $4,056+74.2% | $5,116+38.1% | $4,212+67.8% |
| Admin fee / account holder | $991 | $7,222-86.3% | $8,919-88.9% | $7,344-86.5% |