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 | $129,511 | $142,405-9.1% | $115,157+12.5% | $152,861-15.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 11.26% | 41.48%-30.2pp | 35.60%-24.3pp | 345.32%-334.1pp |
| Employer contribution / active EE | $8,598 | $4,010+114.4% | $3,179+170.5% | $4,762+80.5% |
| Participant deferral / active EE | $4,279 | $5,164-17.1% | $4,168+2.6% | $5,850-26.9% |
| Admin fee / account holder | $6,497 | $8,462-23.2% | $7,088-8.3% | $11,596-44.0% |