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 7-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 | $114,081 | $111,754+2.1% | $103,333+10.4% | $145,922-21.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.86% | 24.77%-3.9pp | 24.88%-4.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $3,508 | $4,212-16.7% | $3,868-9.3% | $4,660-24.7% |
| Participant deferral / active EE | $8,328 | $5,619+48.2% | $5,057+64.7% | $6,688+24.5% |
| Admin fee / account holder | $1,271 | $9,750-87.0% | $8,355-84.8% | $13,397-90.5% |