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 | $132,975 | $117,983+12.7% | $101,794+30.6% | $142,382-6.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.22% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,163 | $2,773-22.0% | $2,289-5.5% | $4,299-49.7% |
| Participant deferral / active EE | $5,015 | $4,714+6.4% | $4,084+22.8% | $6,507-22.9% |
| Admin fee / account holder | $8,163 | $10,433-21.8% | $8,777-7.0% | $12,624-35.3% |