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 | $99,974 | $117,983-15.3% | $101,794-1.8% | $142,382-29.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.16% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $5,148 | $2,773+85.7% | $2,289+124.9% | $4,299+19.7% |
| Participant deferral / active EE | $3,195 | $4,714-32.2% | $4,084-21.8% | $6,507-50.9% |
| Admin fee / account holder | $3,452 | $10,433-66.9% | $8,777-60.7% | $12,624-72.7% |