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 | $132,271 | $106,584+24.1% | $101,326+30.5% | $142,382-7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.96% | 36.93%-22.0pp | 36.82%-21.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $7,952 | $3,956+101.0% | $3,665+117.0% | $4,299+85.0% |
| Participant deferral / active EE | $7,992 | $8,297-3.7% | $7,9940% | $6,507+22.8% |
| Admin fee / account holder | $2,601 | $11,446-77.3% | $11,185-76.7% | $12,624-79.4% |