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 | $134,537 | $86,286+55.9% | $111,297+20.9% | $85,850+56.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.60% | 19.99%-4.4pp | 54.65%-39.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,572 | $2,043-23.1% | $2,731-42.4% | $2,565-38.7% |
| Participant deferral / active EE | $3,811 | $3,641+4.7% | $4,487-15.1% | $3,952-3.6% |
| Admin fee / account holder | $1,656 | $8,188-79.8% | $7,964-79.2% | $6,260-73.5% |