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 | $116,935 | $124,281-5.9% | $109,143+7.1% | $167,490-30.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.78% | 26.04%-12.3pp | 25.75%-12.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $4,925 | $4,207+17.1% | $3,722+32.3% | $4,837+1.8% |
| Participant deferral / active EE | $1,555 | $5,255-70.4% | $4,653-66.6% | $6,341-75.5% |
| Admin fee / account holder | $5,595 | $7,970-29.8% | $6,752-17.1% | $12,309-54.5% |