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 | $122,527 | $115,882+5.7% | $100,516+21.9% | $158,922-22.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.80% | 34.79%-11.0pp | 30.89%-7.1pp | 302.83%-279.0pp |
| Employer contribution / active EE | $2,846 | $4,103-30.6% | $3,418-16.7% | $4,761-40.2% |
| Participant deferral / active EE | $6,655 | $6,674-0.3% | $6,270+6.1% | $5,982+11.2% |
| Admin fee / account holder | $1,207 | $10,995-89.0% | $8,081-85.1% | $11,246-89.3% |