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 | $131,208 | $140,940-6.9% | $112,229+16.9% | $139,434-5.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.50% | 32.71%-14.2pp | 30.20%-11.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $5,615 | $4,283+31.1% | $3,430+63.7% | $4,751+18.2% |
| Participant deferral / active EE | $7,640 | $5,874+30.1% | $4,798+59.2% | $6,710+13.9% |
| Admin fee / account holder | $13,854 | $9,954+39.2% | $7,748+78.8% | $11,403+21.5% |