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 | $134,035 | $99,918+34.1% | $81,382+64.7% | $145,922-8.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.12% | 34.32%-16.2pp | 24.73%-6.6pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,760 | $2,978-7.3% | $2,463+12.1% | $4,660-40.8% |
| Participant deferral / active EE | $2,427 | $4,605-47.3% | $3,883-37.5% | $6,688-63.7% |
| Admin fee / account holder | $17,270 | $8,212+110.3% | $5,768+199.4% | $13,397+28.9% |