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 | $129,627 | $106,584+21.6% | $101,326+27.9% | $142,382-9.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.37% | 36.93%-16.6pp | 36.82%-16.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,709 | $3,956+19.0% | $3,665+28.5% | $4,299+9.5% |
| Participant deferral / active EE | $9,391 | $8,297+13.2% | $7,994+17.5% | $6,507+44.3% |
| Admin fee / account holder | $628 | $11,446-94.5% | $11,185-94.4% | $12,624-95.0% |