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 | $147,389 | $107,452+37.2% | $91,541+61.0% | $142,382+3.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.35% | 22.06%-7.7pp | 20.50%-6.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,827 | $2,994+61.2% | $2,505+92.7% | $4,299+12.3% |
| Participant deferral / active EE | $6,201 | $4,754+30.4% | $4,008+54.7% | $6,507-4.7% |
| Admin fee / account holder | $12,846 | $8,834+45.4% | $6,956+84.7% | $12,624+1.8% |