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 | $142,660 | $127,777+11.6% | $106,548+33.9% | $167,490-14.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 29.38% | 33.87%-4.5pp | 26.80%+2.6pp | 478.56%-449.2pp |
| Employer contribution / active EE | $1,620 | $3,427-52.7% | $2,819-42.5% | $4,837-66.5% |
| Participant deferral / active EE | $2,833 | $5,087-44.3% | $4,398-35.6% | $6,341-55.3% |
| Admin fee / account holder | $2,462 | $11,228-78.1% | $7,407-66.8% | $12,309-80.0% |