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 | $106,518 | $115,770-8.0% | $101,248+5.2% | $158,922-33.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 17.67% | 56.14%-38.5pp | 46.47%-28.8pp | 302.83%-285.2pp |
| Employer contribution / active EE | $5,847 | $4,175+40.1% | $3,660+59.8% | $4,761+22.8% |
| Participant deferral / active EE | $6,720 | $4,957+35.6% | $4,370+53.8% | $5,982+12.3% |
| Admin fee / account holder | $8,335 | $7,245+15.0% | $5,945+40.2% | $11,246-25.9% |