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 | $154,420 | $114,381+35.0% | $107,525+43.6% | $142,382+8.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.45% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,424 | $4,015-14.7% | $3,754-8.8% | $4,299-20.4% |
| Participant deferral / active EE | $15,249 | $5,564+174.0% | $5,116+198.1% | $6,507+134.3% |
| Admin fee / account holder | $7,947 | $9,860-19.4% | $8,919-10.9% | $12,624-37.0% |