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 | $90,809 | $110,261-17.6% | $95,745-5.2% | $139,434-34.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.44% | 27.11%-15.7pp | 28.35%-16.9pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,142 | $3,257-34.2% | $2,835-24.4% | $4,751-54.9% |
| Participant deferral / active EE | $5,197 | $4,676+11.1% | $4,245+22.4% | $6,710-22.6% |
| Admin fee / account holder | $41,559 | $6,613+528.4% | $5,678+632.0% | $11,403+264.5% |