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 | $98,498 | $115,882-15.0% | $100,516-2.0% | $158,922-38.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.81% | 34.79%-23.0pp | 30.89%-19.1pp | 302.83%-291.0pp |
| Employer contribution / active EE | $12,740 | $4,103+210.5% | $3,418+272.8% | $4,761+167.6% |
| Participant deferral / active EE | $12,519 | $6,674+87.6% | $6,270+99.7% | $5,982+109.3% |
| Admin fee / account holder | $12,672 | $10,995+15.2% | $8,081+56.8% | $11,246+12.7% |