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 | $147,864 | $149,679-1.2% | $117,039+26.3% | $147,584+0.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 11.25% | 19.31%-8.1pp | 18.95%-7.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $3,358 | $4,937-32.0% | $3,785-11.3% | $4,876-31.1% |
| Participant deferral / active EE | $5,800 | $4,912+18.1% | $3,929+47.6% | $5,439+6.6% |
| Admin fee / account holder | $4,271 | $7,856-45.6% | $5,974-28.5% | $10,885-60.8% |