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 | $107,973 | $111,814-3.4% | $103,374+4.4% | $145,959-26.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.99% | 24.77%-4.8pp | 24.89%-4.9pp | 561.95%-542.0pp |
| Employer contribution / active EE | $4,288 | $4,214+1.8% | $3,869+10.8% | $4,661-8.0% |
| Participant deferral / active EE | $7,708 | $5,618+37.2% | $5,058+52.4% | $6,689+15.2% |
| Admin fee / account holder | $6,206 | $9,754-36.4% | $8,394-26.1% | $13,398-53.7% |