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 | $135,008 | $152,587-11.5% | $125,175+7.9% | $152,861-11.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.98% | 54.84%-31.9pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,361 | $4,946-72.5% | $3,865-64.8% | $4,762-71.4% |
| Participant deferral / active EE | $15,233 | $5,868+159.6% | $4,937+208.6% | $5,850+160.4% |
| Admin fee / account holder | $3,026 | $13,434-77.5% | $9,702-68.8% | $11,596-73.9% |