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 | $145,879 | $149,734-2.6% | $118,925+22.7% | $158,922-8.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.51% | 19.95%-10.4pp | 35.88%-26.4pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,408 | $4,115-41.5% | $3,263-26.2% | $4,761-49.4% |
| Participant deferral / active EE | $13,000 | $5,223+148.9% | $4,265+204.8% | $5,982+117.3% |
| Admin fee / account holder | $2,079 | $8,603-75.8% | $6,581-68.4% | $11,246-81.5% |