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 | $123,316 | $140,940-12.5% | $112,229+9.9% | $139,434-11.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.77% | 32.71%-14.9pp | 30.20%-12.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $4,435 | $4,283+3.6% | $3,430+29.3% | $4,751-6.6% |
| Participant deferral / active EE | $4,373 | $5,874-25.6% | $4,798-8.9% | $6,710-34.8% |
| Admin fee / account holder | $1,216 | $9,954-87.8% | $7,748-84.3% | $11,403-89.3% |