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 | $155,183 | $117,841+31.7% | $102,423+51.5% | $145,922+6.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.74% | 31.65%-12.9pp | 29.32%-10.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $4,990 | $3,615+38.0% | $3,023+65.0% | $4,660+7.1% |
| Participant deferral / active EE | $4,976 | $5,731-13.2% | $5,053-1.5% | $6,688-25.6% |
| Admin fee / account holder | $3,541 | $13,326-73.4% | $9,451-62.5% | $13,397-73.6% |