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 | $120,521 | $111,754+7.8% | $103,333+16.6% | $145,922-17.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.32% | 24.77%-15.4pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,941 | $4,212-53.9% | $3,868-49.8% | $4,660-58.4% |
| Participant deferral / active EE | $5,848 | $5,619+4.1% | $5,057+15.6% | $6,688-12.6% |
| Admin fee / account holder | $2,296 | $9,750-76.5% | $8,355-72.5% | $13,397-82.9% |