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 | $133,988 | $117,841+13.7% | $102,423+30.8% | $145,922-8.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.31% | 31.65%-16.3pp | 29.32%-14.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,807 | $3,615+5.3% | $3,023+25.9% | $4,660-18.3% |
| Participant deferral / active EE | $7,779 | $5,731+35.7% | $5,053+54.0% | $6,688+16.3% |
| Admin fee / account holder | $2,940 | $13,326-77.9% | $9,451-68.9% | $13,397-78.1% |