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 | $147,438 | $117,381+25.6% | $99,443+48.3% | $152,861-3.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 25.75% | 31.87%-6.1pp | 30.72%-5.0pp | 345.32%-319.6pp |
| Employer contribution / active EE | $5,701 | $3,013+89.2% | $2,540+124.5% | $4,762+19.7% |
| Participant deferral / active EE | $2,095 | $4,086-48.7% | $3,619-42.1% | $5,850-64.2% |
| Admin fee / account holder | $2,672 | $7,631-65.0% | $6,250-57.3% | $11,596-77.0% |