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 | $147,882 | $232,540-36.4% | $185,117-20.1% | $147,584+0.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.50% | 43.03%-27.5pp | 40.50%-25.0pp | 578.55%-563.0pp |
| Employer contribution / active EE | $600 | $5,195-88.5% | $4,182-85.7% | $4,876-87.7% |
| Participant deferral / active EE | $2,097 | $5,834-64.0% | $5,045-58.4% | $5,439-61.4% |
| Admin fee / account holder | $16,324 | $10,275+58.9% | $8,159+100.1% | $10,885+50.0% |