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 | $123,215 | $106,515+15.7% | $96,683+27.4% | $139,434-11.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.84% | 38.43%-13.6pp | 35.69%-10.9pp | 372.94%-348.1pp |
| Employer contribution / active EE | $11,765 | $4,103+186.7% | $3,737+214.8% | $4,751+147.6% |
| Participant deferral / active EE | $7,488 | $5,454+37.3% | $4,878+53.5% | $6,710+11.6% |
| Admin fee / account holder | $3,375 | $7,877-57.2% | $6,730-49.9% | $11,403-70.4% |