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 | $137,106 | $91,037+50.6% | $71,671+91.3% | $147,584-7.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.68% | 20.48%-5.8pp | 20.65%-6.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $4,614 | $3,327+38.7% | $2,460+87.6% | $4,876-5.4% |
| Participant deferral / active EE | $5,802 | $4,498+29.0% | $3,438+68.8% | $5,439+6.7% |
| Admin fee / account holder | $3,554 | $8,613-58.7% | $5,558-36.1% | $10,885-67.4% |