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 | $141,181 | $162,781-13.3% | $133,956+5.4% | $158,922-11.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.39% | 41.94%-26.5pp | 45.09%-29.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $7,510 | $4,975+50.9% | $3,919+91.6% | $4,761+57.7% |
| Participant deferral / active EE | $4,900 | $5,911-17.1% | $5,048-2.9% | $5,982-18.1% |
| Admin fee / account holder | $19,960 | $11,736+70.1% | $8,927+123.6% | $11,246+77.5% |