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 | $147,286 | $162,781-9.5% | $133,956+10.0% | $158,922-7.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.14% | 41.94%-29.8pp | 45.09%-32.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $6,404 | $4,975+28.7% | $3,919+63.4% | $4,761+34.5% |
| Participant deferral / active EE | $7,025 | $5,911+18.8% | $5,048+39.2% | $5,982+17.4% |
| Admin fee / account holder | $6,055 | $11,736-48.4% | $8,927-32.2% | $11,246-46.2% |