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 | $111,657 | $106,515+4.8% | $96,683+15.5% | $139,434-19.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.75% | 38.43%-23.7pp | 35.69%-20.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,084 | $4,103-24.8% | $3,737-17.5% | $4,751-35.1% |
| Participant deferral / active EE | $8,850 | $5,454+62.3% | $4,878+81.4% | $6,710+31.9% |
| Admin fee / account holder | $11,365 | $7,877+44.3% | $6,730+68.9% | $11,403-0.3% |