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 | $116,381 | $97,744+19.1% | $103,476+12.5% | $145,922-20.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.22% | 25.41%-14.2pp | 23.90%-12.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $8,263 | $4,677+76.7% | $4,672+76.9% | $4,660+77.3% |
| Participant deferral / active EE | $4,716 | $6,603-28.6% | $6,623-28.8% | $6,688-29.5% |
| Admin fee / account holder | $4,810 | $12,515-61.6% | $9,413-48.9% | $13,397-64.1% |