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 | $142,125 | $154,117-7.8% | $129,995+9.3% | $139,434+1.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.38% | 32.48%-14.1pp | -137.18%+155.6pp | 372.94%-354.6pp |
| Employer contribution / active EE | $3,812 | $5,289-27.9% | $4,320-11.8% | $4,751-19.8% |
| Participant deferral / active EE | $7,308 | $6,710+8.9% | $5,820+25.6% | $6,710+8.9% |
| Admin fee / account holder | $1,025 | $14,007-92.7% | $10,614-90.3% | $11,403-91.0% |