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 | $148,772 | $95,971+55.0% | $74,550+99.6% | $135,375+9.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.98% | 56.96%-50.0pp | 32.53%-25.6pp | 519.73%-512.8pp |
| Employer contribution / active EE | $2,113 | $2,716-22.2% | $1,961+7.8% | $4,779-55.8% |
| Participant deferral / active EE | $3,170 | $3,843-17.5% | $3,108+2.0% | $5,609-43.5% |
| Admin fee / account holder | $2,374 | $6,522-63.6% | $5,060-53.1% | $10,827-78.1% |