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 | $90,143 | $116,175-22.4% | $93,606-3.7% | $152,861-41.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 11.75% | 35.96%-24.2pp | 32.76%-21.0pp | 345.32%-333.6pp |
| Employer contribution / active EE | $1,534 | $3,218-52.3% | $2,718-43.6% | $4,762-67.8% |
| Participant deferral / active EE | $4,895 | $4,603+6.3% | $4,069+20.3% | $5,850-16.3% |
| Admin fee / account holder | $8,181 | $10,748-23.9% | $7,888+3.7% | $11,596-29.5% |