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 | $90,151 | $101,069-10.8% | $81,478+10.6% | $147,584-38.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.03% | 32.40%-19.4pp | 38.78%-25.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $3,765 | $3,205+17.5% | $2,568+46.6% | $4,876-22.8% |
| Participant deferral / active EE | $6,077 | $4,242+43.3% | $3,537+71.8% | $5,439+11.7% |
| Admin fee / account holder | $580 | $5,812-90.0% | $4,561-87.3% | $10,885-94.7% |