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 | $116,263 | $102,828+13.1% | $105,387+10.3% | $152,861-23.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.69% | 20.85%+4.8pp | 26.82%-1.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $4,711 | $4,473+5.3% | $4,213+11.8% | $4,762-1.1% |
| Participant deferral / active EE | $4,036 | $5,465-26.1% | $5,502-26.6% | $5,850-31.0% |
| Admin fee / account holder | $673 | $8,683-92.2% | $6,559-89.7% | $11,596-94.2% |