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 | $145,586 | $140,940+3.3% | $112,229+29.7% | $139,434+4.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.20% | 32.71%-13.5pp | 30.20%-11.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,814 | $4,283-11.0% | $3,430+11.2% | $4,751-19.7% |
| Participant deferral / active EE | $7,897 | $5,874+34.4% | $4,798+64.6% | $6,710+17.7% |
| Admin fee / account holder | $2,021 | $9,954-79.7% | $7,748-73.9% | $11,403-82.3% |