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 | $105,200 | $118,919-11.5% | $88,538+18.8% | $152,861-31.2% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 24.54% | 47.92%-23.4pp | 43.64%-19.1pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,309 | $2,669-50.9% | $2,098-37.6% | $4,762-72.5% |
| Participant deferral / active EE | $3,594 | $3,549+1.3% | $2,914+23.3% | $5,850-38.6% |
| Admin fee / account holder | $2,152 | $5,876-63.4% | $4,310-50.1% | $11,596-81.4% |