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 | $184,773 | $232,540-20.5% | $185,117-0.2% | $147,584+25.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 7.21% | 43.03%-35.8pp | 40.50%-33.3pp | 578.55%-571.3pp |
| Employer contribution / active EE | $1,977 | $5,195-62.0% | $4,182-52.7% | $4,876-59.5% |
| Participant deferral / active EE | $7,932 | $5,834+36.0% | $5,045+57.2% | $5,439+45.8% |
| Admin fee / account holder | $2,534 | $10,275-75.3% | $8,159-68.9% | $10,885-76.7% |