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 | $172,397 | $135,952+26.8% | $123,892+39.2% | $273,961-37.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 36.81% | 56.63%-19.8pp | 47.52%-10.7pp | 41.45%-4.6pp |
| Employer contribution / active EE | $2,751 | $5,170-46.8% | $4,617-40.4% | $4,869-43.5% |
| Participant deferral / active EE | $7,260 | $6,343+14.5% | $5,984+21.3% | $5,287+37.3% |
| Admin fee / account holder | $2,744 | $9,817-72.1% | $8,357-67.2% | $10,132-72.9% |