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 | $166,104 | $100,754+64.9% | $86,677+91.6% | $134,475+23.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.36% | 29.04%-28.7pp | 35.91%-35.5pp | 417.96%-417.6pp |
| Employer contribution / active EE | $2,448 | $3,489-29.8% | $2,836-13.7% | $4,740-48.3% |
| Participant deferral / active EE | $5,550 | $5,338+4.0% | $4,656+19.2% | $6,400-13.3% |
| Admin fee / account holder | $1,149 | $10,926-89.5% | $7,493-84.7% | $11,426-89.9% |