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 | $177,845 | $127,065+40.0% | $113,168+57.2% | $142,382+24.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.79% | 24.03%-13.2pp | 24.27%-13.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $5,456 | $3,442+58.5% | $2,975+83.4% | $4,299+26.9% |
| Participant deferral / active EE | $6,940 | $5,716+21.4% | $5,107+35.9% | $6,507+6.7% |
| Admin fee / account holder | $5,241 | $15,736-66.7% | $12,068-56.6% | $12,624-58.5% |