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 | $140,254 | $117,841+19.0% | $102,423+36.9% | $145,922-3.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.80% | 31.65%-22.8pp | 29.32%-20.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,785 | $3,615-50.6% | $3,023-41.0% | $4,660-61.7% |
| Participant deferral / active EE | $7,058 | $5,731+23.2% | $5,053+39.7% | $6,688+5.5% |
| Admin fee / account holder | $4,535 | $13,326-66.0% | $9,451-52.0% | $13,397-66.2% |