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 | $145,975 | $104,664+39.5% | $85,682+70.4% | $167,490-12.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.63% | 21.45%-3.8pp | 21.49%-3.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $3,652 | $3,337+9.4% | $2,618+39.5% | $4,837-24.5% |
| Participant deferral / active EE | $5,185 | $4,824+7.5% | $3,923+32.2% | $6,341-18.2% |
| Admin fee / account holder | $14,801 | $10,032+47.5% | $6,873+115.3% | $12,309+20.2% |