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 | $97,281 | $115,882-16.1% | $100,516-3.2% | $158,922-38.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.98% | 34.79%-17.8pp | 30.89%-13.9pp | 302.83%-285.8pp |
| Employer contribution / active EE | $5,106 | $4,103+24.4% | $3,418+49.4% | $4,761+7.2% |
| Participant deferral / active EE | $15,850 | $6,674+137.5% | $6,270+152.8% | $5,982+165.0% |
| Admin fee / account holder | $17,664 | $10,995+60.7% | $8,081+118.6% | $11,246+57.1% |