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 | $133,792 | $110,257+21.3% | $96,544+38.6% | $139,434-4.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.73% | 26.32%-4.6pp | 25.84%-4.1pp | 372.94%-351.2pp |
| Employer contribution / active EE | $4,307 | $3,620+19.0% | $2,965+45.3% | $4,751-9.3% |
| Participant deferral / active EE | $4,091 | $5,548-26.3% | $4,851-15.7% | $6,710-39.0% |
| Admin fee / account holder | $922 | $11,591-92.0% | $8,252-88.8% | $11,403-91.9% |