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 | $107,441 | $106,584+0.8% | $101,326+6.0% | $142,382-24.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.24% | 36.93%-20.7pp | 36.82%-20.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,380 | $3,956+10.7% | $3,665+19.5% | $4,299+1.9% |
| Participant deferral / active EE | $10,158 | $8,297+22.4% | $7,994+27.1% | $6,507+56.1% |
| Admin fee / account holder | $7,436 | $11,446-35.0% | $11,185-33.5% | $12,624-41.1% |