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 | $120,027 | $104,974+14.3% | $95,585+25.6% | $142,382-15.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.44% | 210.33%-198.9pp | 38.56%-27.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,439 | $2,779+23.8% | $2,527+36.1% | $4,299-20.0% |
| Participant deferral / active EE | $8,080 | $4,352+85.7% | $4,023+100.9% | $6,507+24.2% |
| Admin fee / account holder | $7,307 | $6,386+14.4% | $6,127+19.3% | $12,624-42.1% |