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 | $150,877 | $127,065+18.7% | $113,168+33.3% | $142,382+6.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.07% | 24.03%-11.0pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,506 | $3,442-56.3% | $2,975-49.4% | $4,299-65.0% |
| Participant deferral / active EE | $8,849 | $5,716+54.8% | $5,107+73.3% | $6,507+36.0% |
| Admin fee / account holder | $1,696 | $15,736-89.2% | $12,068-85.9% | $12,624-86.6% |