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 | $112,700 | $102,828+9.6% | $105,387+6.9% | $152,861-26.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.23% | 20.85%+4.4pp | 26.82%-1.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,121 | $4,473-52.6% | $4,213-49.7% | $4,762-55.5% |
| Participant deferral / active EE | $7,496 | $5,465+37.2% | $5,502+36.2% | $5,850+28.1% |
| Admin fee / account holder | $3,981 | $8,683-54.1% | $6,559-39.3% | $11,596-65.7% |