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 | $127,129 | $110,261+15.3% | $95,745+32.8% | $139,434-8.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.89% | 27.11%-18.2pp | 28.35%-19.5pp | 372.94%-364.1pp |
| Employer contribution / active EE | $1,446 | $3,257-55.6% | $2,835-49.0% | $4,751-69.6% |
| Participant deferral / active EE | $9,063 | $4,676+93.8% | $4,245+113.5% | $6,710+35.1% |
| Admin fee / account holder | $2,847 | $6,613-56.9% | $5,678-49.9% | $11,403-75.0% |