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 | $113,218 | $111,535+1.5% | $105,223+7.6% | $137,256-17.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.91% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,185 | $3,939+6.2% | $3,689+13.5% | $4,156+0.7% |
| Participant deferral / active EE | $4,590 | $5,500-16.5% | $5,072-9.5% | $6,407-28.4% |
| Admin fee / account holder | $1,227 | $9,721-87.4% | $8,859-86.1% | $12,270-90.0% |