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 | $91,299 | $99,985-8.7% | $146,665-37.7% | $85,850+6.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.24% | 18.93%-0.7pp | 22.74%-4.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $5,264 | $2,559+105.7% | $4,136+27.3% | $2,565+105.2% |
| Participant deferral / active EE | $15,176 | $4,006+278.9% | $5,506+175.6% | $3,952+284.0% |
| Admin fee / account holder | $6,221 | $7,702-19.2% | $10,280-39.5% | $6,260-0.6% |