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 | $111,035 | $140,940-21.2% | $112,229-1.1% | $139,434-20.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.94% | 32.71%-10.8pp | 30.20%-8.3pp | 372.94%-351.0pp |
| Employer contribution / active EE | $3,753 | $4,283-12.4% | $3,430+9.4% | $4,751-21.0% |
| Participant deferral / active EE | $14,321 | $5,874+143.8% | $4,798+198.5% | $6,710+113.4% |
| Admin fee / account holder | $11,728 | $9,954+17.8% | $7,748+51.4% | $11,403+2.9% |