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 | $125,163 | $110,257+13.5% | $96,544+29.6% | $139,434-10.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.82% | 26.32%-8.5pp | 25.84%-8.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $8,456 | $3,620+133.6% | $2,965+185.2% | $4,751+78.0% |
| Participant deferral / active EE | $4,193 | $5,548-24.4% | $4,851-13.6% | $6,710-37.5% |
| Admin fee / account holder | $4,310 | $11,591-62.8% | $8,252-47.8% | $11,403-62.2% |