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 | $148,061 | $149,734-1.1% | $118,925+24.5% | $158,922-6.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 22.17% | 19.95%+2.2pp | 35.88%-13.7pp | 302.83%-280.7pp |
| Employer contribution / active EE | $3,938 | $4,115-4.3% | $3,263+20.7% | $4,761-17.3% |
| Participant deferral / active EE | $6,000 | $5,223+14.9% | $4,265+40.7% | $5,982+0.3% |
| Admin fee / account holder | $2,409 | $8,603-72.0% | $6,581-63.4% | $11,246-78.6% |