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 | $157,840 | $116,175+35.9% | $93,606+68.6% | $152,861+3.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 32.55% | 35.96%-3.4pp | 32.76%-0.2pp | 345.32%-312.8pp |
| Employer contribution / active EE | $5,701 | $3,218+77.2% | $2,718+109.8% | $4,762+19.7% |
| Participant deferral / active EE | $5,531 | $4,603+20.2% | $4,069+35.9% | $5,850-5.5% |
| Admin fee / account holder | $548 | $10,748-94.9% | $7,888-93.1% | $11,596-95.3% |