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 | $110,973 | $124,281-10.7% | $109,143+1.7% | $167,490-33.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.40% | 26.04%-10.6pp | 25.75%-10.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,522 | $4,207-40.1% | $3,722-32.2% | $4,837-47.9% |
| Participant deferral / active EE | $14,388 | $5,255+173.8% | $4,653+209.2% | $6,341+126.9% |
| Admin fee / account holder | $1,367 | $7,970-82.9% | $6,752-79.8% | $12,309-88.9% |