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 | $113,942 | $140,940-19.2% | $112,229+1.5% | $139,434-18.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.42% | 32.71%-22.3pp | 30.20%-19.8pp | 372.94%-362.5pp |
| Employer contribution / active EE | $5,801 | $4,283+35.4% | $3,430+69.1% | $4,751+22.1% |
| Participant deferral / active EE | $9,766 | $5,874+66.3% | $4,798+103.5% | $6,710+45.5% |
| Admin fee / account holder | $364 | $9,954-96.3% | $7,748-95.3% | $11,403-96.8% |