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 | $165,733 | $180,028-7.9% | $138,135+20.0% | $158,922+4.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.62% | 21.68%-9.1pp | 20.51%-7.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,249 | $7,470-69.9% | $5,587-59.7% | $4,761-52.8% |
| Participant deferral / active EE | $12,848 | $7,717+66.5% | $6,431+99.8% | $5,982+114.8% |
| Admin fee / account holder | $2,360 | $17,912-86.8% | $11,856-80.1% | $11,246-79.0% |