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 | $84,995 | $77,730+9.3% | $70,164+21.1% | $139,434-39.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.55% | 18.98%-4.4pp | 18.87%-4.3pp | 372.94%-358.4pp |
| Employer contribution / active EE | $4,661 | $4,990-6.6% | $4,287+8.7% | $4,751-1.9% |
| Participant deferral / active EE | $8,521 | $6,448+32.2% | $5,395+57.9% | $6,710+27.0% |
| Admin fee / account holder | $10,568 | $5,368+96.8% | $4,561+131.7% | $11,403-7.3% |