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 | $188,036 | $149,734+25.6% | $118,925+58.1% | $158,922+18.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.95% | 19.95%-10.0pp | 35.88%-25.9pp | 302.83%-292.9pp |
| Employer contribution / active EE | $4,722 | $4,115+14.7% | $3,263+44.7% | $4,761-0.8% |
| Participant deferral / active EE | $5,932 | $5,223+13.6% | $4,265+39.1% | $5,982-0.8% |
| Admin fee / account holder | $1,498 | $8,603-82.6% | $6,581-77.2% | $11,246-86.7% |