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 | $99,772 | $97,744+2.1% | $103,476-3.6% | $145,922-31.6% |
| Participation rate | 90.9% | 81.1%+9.8pp | 80.5%+10.4pp | 80.3%+10.6pp |
| Annual return | 10.32% | 25.41%-15.1pp | 23.90%-13.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $4,100 | $4,677-12.3% | $4,672-12.2% | $4,660-12.0% |
| Participant deferral / active EE | $6,779 | $6,603+2.7% | $6,623+2.4% | $6,688+1.4% |
| Admin fee / account holder | $1,459 | $12,515-88.3% | $9,413-84.5% | $13,397-89.1% |