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 | $143,948 | $111,301+29.3% | $112,977+27.4% | $158,922-9.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 16.79% | 26.40%-9.6pp | 24.24%-7.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $4,402 | $4,471-1.6% | $4,255+3.5% | $4,761-7.6% |
| Participant deferral / active EE | $4,302 | $5,880-26.8% | $5,836-26.3% | $5,982-28.1% |
| Admin fee / account holder | $557 | $8,392-93.4% | $6,294-91.2% | $11,246-95.0% |