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 | $122,254 | $104,251+17.3% | $91,001+34.3% | $147,584-17.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 23.58% | 27.06%-3.5pp | 4.60%+19.0pp | 578.55%-555.0pp |
| Employer contribution / active EE | $5,711 | $3,116+83.3% | $2,456+132.6% | $4,876+17.1% |
| Participant deferral / active EE | $5,847 | $4,195+39.4% | $3,547+64.8% | $5,439+7.5% |
| Admin fee / account holder | $510 | $8,948-94.3% | $5,417-90.6% | $10,885-95.3% |