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 | $154,381 | $100,041+54.3% | $149,718+3.1% | $70,131+120.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.62% | 27.43%-13.8pp | 1501.63%-1488.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $4,583 | $3,662+25.2% | $5,445-15.8% | $2,342+95.7% |
| Participant deferral / active EE | $2,580 | $4,983-48.2% | $6,569-60.7% | $3,332-22.6% |
| Admin fee / account holder | $1,970 | $8,286-76.2% | $11,283-82.5% | $4,645-57.6% |