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 | $136,503 | $115,770+17.9% | $101,248+34.8% | $158,922-14.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.55% | 56.14%-41.6pp | 46.47%-31.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,801 | $4,175-56.9% | $3,660-50.8% | $4,761-62.2% |
| Participant deferral / active EE | $5,335 | $4,957+7.6% | $4,370+22.1% | $5,982-10.8% |
| Admin fee / account holder | $2,798 | $7,245-61.4% | $5,945-52.9% | $11,246-75.1% |