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 | $112,506 | $107,452+4.7% | $91,541+22.9% | $142,382-21.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.21% | 22.06%-7.8pp | 20.50%-6.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,860 | $2,994+95.7% | $2,505+134.0% | $4,299+36.3% |
| Participant deferral / active EE | $7,482 | $4,754+57.4% | $4,008+86.7% | $6,507+15.0% |
| Admin fee / account holder | $913 | $8,834-89.7% | $6,956-86.9% | $12,624-92.8% |