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 | $127,826 | $105,859+20.8% | $90,160+41.8% | $147,584-13.4% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 18.69% | 37.63%-18.9pp | 34.88%-16.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,001 | $4,126-51.5% | $3,318-39.7% | $4,876-59.0% |
| Participant deferral / active EE | $9,475 | $5,733+65.3% | $5,288+79.2% | $5,439+74.2% |
| Admin fee / account holder | $33,438 | $8,046+315.6% | $5,943+462.6% | $10,885+207.2% |