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 | $86,061 | $104,664-17.8% | $85,682+0.4% | $167,490-48.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.47% | 21.45%-10.0pp | 21.49%-10.0pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,385 | $3,337-28.5% | $2,618-8.9% | $4,837-50.7% |
| Participant deferral / active EE | $9,526 | $4,824+97.4% | $3,923+142.8% | $6,341+50.2% |
| Admin fee / account holder | $8,178 | $10,032-18.5% | $6,873+19.0% | $12,309-33.6% |