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 | $146,182 | $117,841+24.0% | $102,423+42.7% | $145,922+0.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 8.62% | 31.65%-23.0pp | 29.32%-20.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $4,298 | $3,615+18.9% | $3,023+42.1% | $4,660-7.8% |
| Participant deferral / active EE | $8,312 | $5,731+45.0% | $5,053+64.5% | $6,688+24.3% |
| Admin fee / account holder | $5,572 | $13,326-58.2% | $9,451-41.0% | $13,397-58.4% |