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 | $121,574 | $111,301+9.2% | $112,977+7.6% | $158,922-23.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 8.07% | 26.40%-18.3pp | 24.24%-16.2pp | 302.83%-294.8pp |
| Employer contribution / active EE | $10,977 | $4,471+145.5% | $4,255+158.0% | $4,761+130.5% |
| Participant deferral / active EE | $5,408 | $5,880-8.0% | $5,836-7.3% | $5,982-9.6% |
| Admin fee / account holder | $1,108 | $8,392-86.8% | $6,294-82.4% | $11,246-90.1% |