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 | $142,393 | $162,781-12.5% | $133,956+6.3% | $158,922-10.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.91% | 41.94%-24.0pp | 45.09%-27.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,548 | $4,975-28.7% | $3,919-9.4% | $4,761-25.5% |
| Participant deferral / active EE | $8,252 | $5,911+39.6% | $5,048+63.5% | $5,982+37.9% |
| Admin fee / account holder | $1,056 | $11,736-91.0% | $8,927-88.2% | $11,246-90.6% |