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 | $178,394 | $124,281+43.5% | $109,143+63.5% | $167,490+6.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.03% | 26.04%-9.0pp | 25.75%-8.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $2,017 | $4,207-52.1% | $3,722-45.8% | $4,837-58.3% |
| Participant deferral / active EE | $8,125 | $5,255+54.6% | $4,653+74.6% | $6,341+28.1% |
| Admin fee / account holder | $1,634 | $7,970-79.5% | $6,752-75.8% | $12,309-86.7% |