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 | $169,047 | $98,240+72.1% | $82,313+105.4% | $147,584+14.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.63% | 30.85%-19.2pp | 25.88%-14.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,112 | $3,192-33.8% | $2,428-13.0% | $4,876-56.7% |
| Participant deferral / active EE | $5,284 | $4,383+20.5% | $3,706+42.6% | $5,439-2.8% |
| Admin fee / account holder | $677 | $8,563-92.1% | $5,608-87.9% | $10,885-93.8% |