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 | $173,267 | $162,781+6.4% | $133,956+29.3% | $158,922+9.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.58% | 41.94%-30.4pp | 45.09%-33.5pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,284 | $4,975-54.1% | $3,919-41.7% | $4,761-52.0% |
| Participant deferral / active EE | $11,497 | $5,911+94.5% | $5,048+127.8% | $5,982+92.2% |
| Admin fee / account holder | $1,201 | $11,736-89.8% | $8,927-86.6% | $11,246-89.3% |