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 | $135,706 | $127,065+6.8% | $113,168+19.9% | $142,382-4.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.16% | 24.03%-11.9pp | 24.27%-12.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,516 | $3,442-26.9% | $2,975-15.4% | $4,299-41.5% |
| Participant deferral / active EE | $8,545 | $5,716+49.5% | $5,107+67.3% | $6,507+31.3% |
| Admin fee / account holder | $834 | $15,736-94.7% | $12,068-93.1% | $12,624-93.4% |