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 | $156,735 | $226,064-30.7% | $182,532-14.1% | $152,861+2.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.71% | 192.51%-173.8pp | 148.54%-129.8pp | 345.32%-326.6pp |
| Employer contribution / active EE | $3,350 | $4,978-32.7% | $4,076-17.8% | $4,762-29.7% |
| Participant deferral / active EE | $6,154 | $6,368-3.4% | $5,524+11.4% | $5,850+5.2% |
| Admin fee / account holder | $714 | $10,703-93.3% | $8,592-91.7% | $11,596-93.8% |