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 | $158,394 | $183,519-13.7% | $155,509+1.9% | $145,922+8.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.57% | 61.17%-37.6pp | 64.67%-41.1pp | 561.29%-537.7pp |
| Employer contribution / active EE | $4,580 | $5,313-13.8% | $4,672-2.0% | $4,660-1.7% |
| Participant deferral / active EE | $3,123 | $6,462-51.7% | $5,626-44.5% | $6,688-53.3% |
| Admin fee / account holder | $10,595 | $19,313-45.1% | $15,912-33.4% | $13,397-20.9% |