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 | $129,755 | $117,983+10.0% | $101,794+27.5% | $142,382-8.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.69% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,863 | $2,773-32.8% | $2,289-18.6% | $4,299-56.7% |
| Participant deferral / active EE | $5,401 | $4,714+14.6% | $4,084+32.2% | $6,507-17.0% |
| Admin fee / account holder | $17,759 | $10,433+70.2% | $8,777+102.3% | $12,624+40.7% |