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 | $136,991 | $116,175+17.9% | $93,606+46.3% | $152,861-10.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.49% | 35.96%-15.5pp | 32.76%-12.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,334 | $3,218+3.6% | $2,718+22.7% | $4,762-30.0% |
| Participant deferral / active EE | $11,417 | $4,603+148.0% | $4,069+180.6% | $5,850+95.2% |
| Admin fee / account holder | $7,239 | $10,748-32.6% | $7,888-8.2% | $11,596-37.6% |