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 | $174,347 | $127,065+37.2% | $113,168+54.1% | $142,382+22.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.72% | 24.03%-10.3pp | 24.27%-10.5pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,843 | $3,442+40.7% | $2,975+62.8% | $4,299+12.7% |
| Participant deferral / active EE | $3,346 | $5,716-41.5% | $5,107-34.5% | $6,507-48.6% |
| Admin fee / account holder | $3,490 | $15,736-77.8% | $12,068-71.1% | $12,624-72.3% |