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 | $118,650 | $106,515+11.4% | $96,683+22.7% | $139,434-14.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.95% | 38.43%-21.5pp | 35.69%-18.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $4,865 | $4,103+18.6% | $3,737+30.2% | $4,751+2.4% |
| Participant deferral / active EE | $3,841 | $5,454-29.6% | $4,878-21.3% | $6,710-42.8% |
| Admin fee / account holder | $2,332 | $7,877-70.4% | $6,730-65.4% | $11,403-79.6% |