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 | $166,163 | $117,381+41.6% | $99,443+67.1% | $152,861+8.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 25.46% | 31.87%-6.4pp | 30.72%-5.3pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,141 | $3,013-62.1% | $2,540-55.1% | $4,762-76.0% |
| Participant deferral / active EE | $5,761 | $4,086+41.0% | $3,619+59.2% | $5,850-1.5% |
| Admin fee / account holder | $611 | $7,631-92.0% | $6,250-90.2% | $11,596-94.7% |