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 | $114,444 | $110,257+3.8% | $96,544+18.5% | $139,434-17.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.46% | 26.32%-11.9pp | 25.84%-11.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $3,085 | $3,620-14.8% | $2,965+4.1% | $4,751-35.1% |
| Participant deferral / active EE | $8,724 | $5,548+57.2% | $4,851+79.8% | $6,710+30.0% |
| Admin fee / account holder | $14,995 | $11,591+29.4% | $8,252+81.7% | $11,403+31.5% |