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 | $143,599 | $118,427+21.3% | $66,042+117.4% | $142,382+0.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 16.56% | 35.57%-19.0pp | 52.11%-35.6pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,107 | $2,570+20.9% | $1,579+96.7% | $4,299-27.7% |
| Participant deferral / active EE | $5,109 | $4,311+18.5% | $2,835+80.2% | $6,507-21.5% |
| Admin fee / account holder | $2,424 | $9,593-74.7% | $5,747-57.8% | $12,624-80.8% |