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 | $135,412 | $117,841+14.9% | $102,423+32.2% | $145,922-7.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.22% | 31.65%-22.4pp | 29.32%-20.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,907 | $3,615-47.3% | $3,023-36.9% | $4,660-59.1% |
| Participant deferral / active EE | $4,948 | $5,731-13.7% | $5,053-2.1% | $6,688-26.0% |
| Admin fee / account holder | $797 | $13,326-94.0% | $9,451-91.6% | $13,397-94.1% |