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 | $187,707 | $104,251+80.1% | $91,001+106.3% | $147,584+27.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.29% | 27.06%-12.8pp | 4.60%+9.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,587 | $3,116-49.1% | $2,456-35.4% | $4,876-67.5% |
| Participant deferral / active EE | $7,692 | $4,195+83.4% | $3,547+116.8% | $5,439+41.4% |
| Admin fee / account holder | $518 | $8,948-94.2% | $5,417-90.4% | $10,885-95.2% |