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 | $152,684 | $124,319+22.8% | $111,297+37.2% | $167,490-8.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.34% | 37.44%-26.1pp | 54.65%-43.3pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,508 | $3,435-56.1% | $2,731-44.8% | $4,837-68.8% |
| Participant deferral / active EE | $6,362 | $5,180+22.8% | $4,487+41.8% | $6,341+0.3% |
| Admin fee / account holder | $912 | $10,618-91.4% | $7,964-88.6% | $12,309-92.6% |