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 | $98,737 | $104,974-5.9% | $95,585+3.3% | $142,382-30.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.29% | 210.33%-188.0pp | 38.56%-16.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,023 | $2,779+8.8% | $2,527+19.7% | $4,299-29.7% |
| Participant deferral / active EE | $4,628 | $4,352+6.3% | $4,023+15.0% | $6,507-28.9% |
| Admin fee / account holder | $6,422 | $6,386+0.6% | $6,127+4.8% | $12,624-49.1% |