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 | $105,381 | $110,257-4.4% | $96,544+9.2% | $139,434-24.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.49% | 26.32%-6.8pp | 25.84%-6.4pp | 372.94%-353.5pp |
| Employer contribution / active EE | $4,021 | $3,620+11.1% | $2,965+35.6% | $4,751-15.4% |
| Participant deferral / active EE | $4,677 | $5,548-15.7% | $4,851-3.6% | $6,710-30.3% |
| Admin fee / account holder | $5,650 | $11,591-51.3% | $8,252-31.5% | $11,403-50.5% |