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 | $127,240 | $115,882+9.8% | $100,516+26.6% | $158,922-19.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.50% | 34.79%-14.3pp | 30.89%-10.4pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,762 | $4,103-32.7% | $3,418-19.2% | $4,761-42.0% |
| Participant deferral / active EE | $8,979 | $6,674+34.5% | $6,270+43.2% | $5,982+50.1% |
| Admin fee / account holder | $5,159 | $10,995-53.1% | $8,081-36.2% | $11,246-54.1% |