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 | $113,033 | $97,744+15.6% | $103,476+9.2% | $145,922-22.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.04% | 25.41%-13.4pp | 23.90%-11.9pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,506 | $4,677-3.6% | $4,672-3.6% | $4,660-3.3% |
| Participant deferral / active EE | $7,444 | $6,603+12.7% | $6,623+12.4% | $6,688+11.3% |
| Admin fee / account holder | $979 | $12,515-92.2% | $9,413-89.6% | $13,397-92.7% |