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 | $135,417 | $135,952-0.4% | $123,892+9.3% | $273,961-50.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.97% | 56.63%-44.7pp | 47.52%-35.5pp | 41.45%-29.5pp |
| Employer contribution / active EE | $3,742 | $5,170-27.6% | $4,617-19.0% | $4,869-23.1% |
| Participant deferral / active EE | $6,676 | $6,343+5.3% | $5,984+11.6% | $5,287+26.3% |
| Admin fee / account holder | $955 | $9,817-90.3% | $8,357-88.6% | $10,132-90.6% |