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 | $171,361 | $162,781+5.3% | $133,956+27.9% | $158,922+7.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.36% | 41.94%-26.6pp | 45.09%-29.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $4,096 | $4,975-17.7% | $3,919+4.5% | $4,761-14.0% |
| Participant deferral / active EE | $12,620 | $5,911+113.5% | $5,048+150.0% | $5,982+111.0% |
| Admin fee / account holder | $23,490 | $11,736+100.1% | $8,927+163.1% | $11,246+108.9% |