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 | $130,258 | $117,841+10.5% | $102,423+27.2% | $145,922-10.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.26% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,762 | $3,615-51.3% | $3,023-41.7% | $4,660-62.2% |
| Participant deferral / active EE | $5,929 | $5,731+3.5% | $5,053+17.3% | $6,688-11.3% |
| Admin fee / account holder | $17,551 | $13,326+31.7% | $9,451+85.7% | $13,397+31.0% |