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 | $117,122 | $101,618+15.3% | $93,063+25.9% | $137,256-14.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.37% | 223.95%-207.6pp | 34.15%-17.8pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,814 | $2,707-33.0% | $2,476-26.7% | $4,156-56.4% |
| Participant deferral / active EE | $5,242 | $4,279+22.5% | $3,958+32.4% | $6,407-18.2% |
| Admin fee / account holder | $2,284 | $6,198-63.2% | $6,033-62.1% | $12,270-81.4% |