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 | $171,895 | $152,587+12.7% | $125,175+37.3% | $152,861+12.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.03% | 54.84%-30.8pp | 43.79%-19.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,782 | $4,946-23.5% | $3,865-2.2% | $4,762-20.6% |
| Participant deferral / active EE | $3,124 | $5,868-46.8% | $4,937-36.7% | $5,850-46.6% |
| Admin fee / account holder | $4,788 | $13,434-64.4% | $9,702-50.6% | $11,596-58.7% |