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 | $94,540 | $111,754-15.4% | $103,333-8.5% | $145,922-35.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 29.21% | 24.77%+4.4pp | 24.88%+4.3pp | 561.29%-532.1pp |
| Employer contribution / active EE | $2,504 | $4,212-40.6% | $3,868-35.3% | $4,660-46.3% |
| Participant deferral / active EE | $8,721 | $5,619+55.2% | $5,057+72.4% | $6,688+30.4% |
| Admin fee / account holder | $380 | $9,750-96.1% | $8,355-95.4% | $13,397-97.2% |