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 | $129,691 | $117,841+10.1% | $102,423+26.6% | $145,922-11.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.59% | 31.65%-21.1pp | 29.32%-18.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,227 | $3,615-38.4% | $3,023-26.3% | $4,660-52.2% |
| Participant deferral / active EE | $4,998 | $5,731-12.8% | $5,053-1.1% | $6,688-25.3% |
| Admin fee / account holder | $11,052 | $13,326-17.1% | $9,451+16.9% | $13,397-17.5% |