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 | $153,126 | $149,734+2.3% | $118,925+28.8% | $158,922-3.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.22% | 19.95%-12.7pp | 35.88%-28.7pp | 302.83%-295.6pp |
| Employer contribution / active EE | $6,391 | $4,115+55.3% | $3,263+95.9% | $4,761+34.2% |
| Participant deferral / active EE | $7,802 | $5,223+49.4% | $4,265+82.9% | $5,982+30.4% |
| Admin fee / account holder | $9,899 | $8,603+15.1% | $6,581+50.4% | $11,246-12.0% |