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 | $104,430 | $112,729-7.4% | $98,716+5.8% | $137,256-23.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.46% | 38.48%-20.0pp | 31.81%-13.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,697 | $2,725-1.0% | $2,279+18.4% | $4,156-35.1% |
| Participant deferral / active EE | $8,433 | $4,640+81.7% | $4,048+108.3% | $6,407+31.6% |
| Admin fee / account holder | $447 | $10,129-95.6% | $8,703-94.9% | $12,270-96.4% |