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 | $145,314 | $124,281+16.9% | $109,143+33.1% | $167,490-13.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.44% | 26.04%-14.6pp | 25.75%-14.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $11,355 | $4,207+169.9% | $3,722+205.1% | $4,837+134.7% |
| Participant deferral / active EE | $4,719 | $5,255-10.2% | $4,653+1.4% | $6,341-25.6% |
| Admin fee / account holder | $2,485 | $7,970-68.8% | $6,752-63.2% | $12,309-79.8% |