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 | $124,731 | $116,175+7.4% | $93,606+33.3% | $152,861-18.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.86% | 35.96%-14.1pp | 32.76%-10.9pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,113 | $3,218-3.3% | $2,718+14.5% | $4,762-34.6% |
| Participant deferral / active EE | $6,738 | $4,603+46.4% | $4,069+65.6% | $5,850+15.2% |
| Admin fee / account holder | $2,203 | $10,748-79.5% | $7,888-72.1% | $11,596-81.0% |