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 | $154,043 | $87,540+76.0% | $75,781+103.3% | $125,391+22.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 28.23% | 13.48%+14.7pp | 9.68%+18.5pp | 282.22%-254.0pp |
| Employer contribution / active EE | $5,258 | $3,930+33.8% | $3,323+58.2% | $4,866+8.1% |
| Participant deferral / active EE | $8,545 | $4,229+102.1% | $3,651+134.0% | $5,352+59.7% |
| Admin fee / account holder | $1,864 | $6,502-71.3% | $5,299-64.8% | $9,540-80.5% |