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 | $134,673 | $116,175+15.9% | $93,606+43.9% | $152,861-11.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.25% | 35.96%-10.7pp | 32.76%-7.5pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,249 | $3,218-30.1% | $2,718-17.2% | $4,762-52.8% |
| Participant deferral / active EE | $6,303 | $4,603+36.9% | $4,069+54.9% | $5,850+7.7% |
| Admin fee / account holder | $1,818 | $10,748-83.1% | $7,888-77.0% | $11,596-84.3% |