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 | $91,970 | $106,515-13.7% | $96,683-4.9% | $139,434-34.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.54% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $4,002 | $4,103-2.5% | $3,737+7.1% | $4,751-15.8% |
| Participant deferral / active EE | $6,990 | $5,454+28.2% | $4,878+43.3% | $6,710+4.2% |
| Admin fee / account holder | $389 | $7,877-95.1% | $6,730-94.2% | $11,403-96.6% |