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 | $107,745 | $110,257-2.3% | $96,544+11.6% | $139,434-22.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.26% | 26.32%-2.1pp | 25.84%-1.6pp | 372.94%-348.7pp |
| Employer contribution / active EE | $4,288 | $3,620+18.5% | $2,965+44.6% | $4,751-9.7% |
| Participant deferral / active EE | $6,799 | $5,548+22.6% | $4,851+40.2% | $6,710+1.3% |
| Admin fee / account holder | $17,087 | $11,591+47.4% | $8,252+107.1% | $11,403+49.9% |