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 | $138,458 | $127,065+9.0% | $113,168+22.3% | $142,382-2.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.31% | 24.03%-11.7pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $6,461 | $3,442+87.7% | $2,975+117.2% | $4,299+50.3% |
| Participant deferral / active EE | $4,955 | $5,716-13.3% | $5,107-3.0% | $6,507-23.9% |
| Admin fee / account holder | $1,385 | $15,736-91.2% | $12,068-88.5% | $12,624-89.0% |