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 | $181,608 | $103,376+75.7% | $87,100+108.5% | $152,861+18.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.70% | 28.10%-4.4pp | 28.19%-4.5pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,911 | $3,220-40.7% | $2,521-24.2% | $4,762-59.9% |
| Participant deferral / active EE | $4,621 | $4,778-3.3% | $4,049+14.1% | $5,850-21.0% |
| Admin fee / account holder | $17,161 | $12,205+40.6% | $7,497+128.9% | $11,596+48.0% |