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 | $133,536 | $124,281+7.4% | $109,143+22.3% | $167,490-20.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.41% | 26.04%-5.6pp | 25.75%-5.3pp | 478.56%-458.1pp |
| Employer contribution / active EE | $3,053 | $4,207-27.4% | $3,722-18.0% | $4,837-36.9% |
| Participant deferral / active EE | $6,698 | $5,255+27.5% | $4,653+43.9% | $6,341+5.6% |
| Admin fee / account holder | $2,130 | $7,970-73.3% | $6,752-68.5% | $12,309-82.7% |