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 | $154,496 | $102,616+50.6% | $81,983+88.4% | $158,922-2.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.15% | 61.04%-47.9pp | 41.31%-28.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,642 | $3,240+12.4% | $2,498+45.8% | $4,761-23.5% |
| Participant deferral / active EE | $10,445 | $4,648+124.7% | $3,722+180.6% | $5,982+74.6% |
| Admin fee / account holder | $4,049 | $8,235-50.8% | $5,664-28.5% | $11,246-64.0% |