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 | $118,507 | $118,849-0.3% | $96,562+22.7% | $167,490-29.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.43% | 50.49%-39.1pp | 37.78%-26.4pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,694 | $3,120-13.6% | $2,356+14.3% | $4,837-44.3% |
| Participant deferral / active EE | $5,969 | $4,616+29.3% | $3,849+55.1% | $6,341-5.9% |
| Admin fee / account holder | $1,488 | $8,065-81.6% | $6,181-75.9% | $12,309-87.9% |