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 | $114,250 | $118,450-3.5% | $98,439+16.1% | $139,434-18.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.16% | 18.94%-4.8pp | 21.16%-7.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $5,808 | $3,609+60.9% | $3,048+90.6% | $4,751+22.3% |
| Participant deferral / active EE | $4,481 | $5,392-16.9% | $4,738-5.4% | $6,710-33.2% |
| Admin fee / account holder | $755 | $14,026-94.6% | $8,948-91.6% | $11,403-93.4% |