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 | $100,011 | $95,416+4.8% | $185,823-46.2% | $85,850+16.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 25.46% | 23.59%+1.9pp | 122.05%-96.6pp | 318.53%-293.1pp |
| Employer contribution / active EE | $2,552 | $3,314-23.0% | $5,167-50.6% | $2,565-0.5% |
| Participant deferral / active EE | $4,306 | $3,423+25.8% | $5,568-22.7% | $3,952+9.0% |
| Admin fee / account holder | $4,344 | $7,213-39.8% | $16,237-73.2% | $6,260-30.6% |