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 | $160,596 | $176,812-9.2% | $146,665+9.5% | $167,490-4.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.99% | 24.03%-10.0pp | 22.74%-8.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $5,794 | $5,160+12.3% | $4,136+40.1% | $4,837+19.8% |
| Participant deferral / active EE | $3,309 | $6,440-48.6% | $5,506-39.9% | $6,341-47.8% |
| Admin fee / account holder | $29,370 | $13,259+121.5% | $10,280+185.7% | $12,309+138.6% |