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 | $119,830 | $70,532+69.9% | $68,948+73.8% | $137,256-12.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 16.39% | 32.56%-16.2pp | 28.39%-12.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,563 | $4,355-18.2% | $4,165-14.4% | $4,156-14.3% |
| Participant deferral / active EE | $4,268 | $6,773-37.0% | $6,186-31.0% | $6,407-33.4% |
| Admin fee / account holder | $8,480 | $7,916+7.1% | $7,539+12.5% | $12,270-30.9% |