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 | $144,673 | $124,281+16.4% | $109,143+32.6% | $167,490-13.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 34.32% | 26.04%+8.3pp | 25.75%+8.6pp | 478.56%-444.2pp |
| Employer contribution / active EE | $1,088 | $4,207-74.1% | $3,722-70.8% | $4,837-77.5% |
| Participant deferral / active EE | $4,419 | $5,255-15.9% | $4,653-5.0% | $6,341-30.3% |
| Admin fee / account holder | $1,018 | $7,970-87.2% | $6,752-84.9% | $12,309-91.7% |