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 | $172,988 | $142,405+21.5% | $115,157+50.2% | $152,861+13.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 17.41% | 41.48%-24.1pp | 35.60%-18.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,936 | $4,010-26.8% | $3,179-7.6% | $4,762-38.4% |
| Participant deferral / active EE | $6,634 | $5,164+28.5% | $4,168+59.1% | $5,850+13.4% |
| Admin fee / account holder | $10,382 | $8,462+22.7% | $7,088+46.5% | $11,596-10.5% |