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 | $188,651 | $149,734+26.0% | $118,925+58.6% | $158,922+18.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.44% | 19.95%-7.5pp | 35.88%-23.4pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,715 | $4,115-34.0% | $3,263-16.8% | $4,761-43.0% |
| Participant deferral / active EE | $7,713 | $5,223+47.7% | $4,265+80.9% | $5,982+28.9% |
| Admin fee / account holder | $45,029 | $8,603+423.4% | $6,581+584.3% | $11,246+300.4% |