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 | $134,006 | $117,841+13.7% | $102,423+30.8% | $145,922-8.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 26.78% | 31.65%-4.9pp | 29.32%-2.5pp | 561.29%-534.5pp |
| Employer contribution / active EE | $3,181 | $3,615-12.0% | $3,023+5.2% | $4,660-31.7% |
| Participant deferral / active EE | $7,602 | $5,731+32.6% | $5,053+50.4% | $6,688+13.7% |
| Admin fee / account holder | $12,647 | $13,326-5.1% | $9,451+33.8% | $13,397-5.6% |