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 | $138,012 | $117,983+17.0% | $101,794+35.6% | $142,382-3.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.47% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,552 | $2,773-8.0% | $2,289+11.5% | $4,299-40.6% |
| Participant deferral / active EE | $8,158 | $4,714+73.1% | $4,084+99.7% | $6,507+25.4% |
| Admin fee / account holder | $1,922 | $10,433-81.6% | $8,777-78.1% | $12,624-84.8% |