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 | $112,742 | $111,754+0.9% | $103,333+9.1% | $145,922-22.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.28% | 24.77%+2.5pp | 24.88%+2.4pp | 561.29%-534.0pp |
| Employer contribution / active EE | $7,493 | $4,212+77.9% | $3,868+93.7% | $4,660+60.8% |
| Participant deferral / active EE | $20,917 | $5,619+272.3% | $5,057+313.6% | $6,688+212.8% |
| Admin fee / account holder | $6,600 | $9,750-32.3% | $8,355-21.0% | $13,397-50.7% |