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 | $128,333 | $127,100+1.0% | $105,738+21.4% | $135,375-5.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 17.67% | 4.49%+13.2pp | 6.27%+11.4pp | 519.73%-502.1pp |
| Employer contribution / active EE | $4,096 | $4,107-0.3% | $3,268+25.3% | $4,779-14.3% |
| Participant deferral / active EE | $2,242 | $5,064-55.7% | $4,080-45.0% | $5,609-60.0% |
| Admin fee / account holder | $1,256 | $9,087-86.2% | $6,913-81.8% | $10,827-88.4% |