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 | $109,647 | $95,266+15.1% | $82,389+33.1% | $142,382-23.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.61% | 25.74%-5.1pp | 28.67%-8.1pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,239 | $2,991-25.2% | $2,517-11.1% | $4,299-47.9% |
| Participant deferral / active EE | $6,078 | $4,809+26.4% | $4,155+46.3% | $6,507-6.6% |
| Admin fee / account holder | $5,875 | $8,563-31.4% | $7,231-18.7% | $12,624-53.5% |