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 | $176,352 | $152,587+15.6% | $125,175+40.9% | $152,861+15.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.78% | 54.84%-33.1pp | 43.79%-22.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,035 | $4,946-38.6% | $3,865-21.5% | $4,762-36.3% |
| Participant deferral / active EE | $11,707 | $5,868+99.5% | $4,937+137.1% | $5,850+100.1% |
| Admin fee / account holder | $6,734 | $13,434-49.9% | $9,702-30.6% | $11,596-41.9% |