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 | $103,759 | $118,849-12.7% | $96,562+7.5% | $167,490-38.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.91% | 50.49%-32.6pp | 37.78%-19.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $2,164 | $3,120-30.6% | $2,356-8.2% | $4,837-55.3% |
| Participant deferral / active EE | $5,552 | $4,616+20.3% | $3,849+44.2% | $6,341-12.5% |
| Admin fee / account holder | $357 | $8,065-95.6% | $6,181-94.2% | $12,309-97.1% |