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 | $171,503 | $103,376+65.9% | $87,100+96.9% | $152,861+12.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 13.06% | 28.10%-15.0pp | 28.19%-15.1pp | 345.32%-332.3pp |
| Employer contribution / active EE | $7,669 | $3,220+138.1% | $2,521+204.2% | $4,762+61.0% |
| Participant deferral / active EE | $6,348 | $4,778+32.9% | $4,049+56.8% | $5,850+8.5% |
| Admin fee / account holder | $3,355 | $12,205-72.5% | $7,497-55.2% | $11,596-71.1% |