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 | $117,564 | $102,828+14.3% | $105,387+11.6% | $152,861-23.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.36% | 20.85%+2.5pp | 26.82%-3.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $4,305 | $4,473-3.8% | $4,213+2.2% | $4,762-9.6% |
| Participant deferral / active EE | $3,304 | $5,465-39.5% | $5,502-39.9% | $5,850-43.5% |
| Admin fee / account holder | $719 | $8,683-91.7% | $6,559-89.0% | $11,596-93.8% |