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 | $147,243 | $149,734-1.7% | $118,925+23.8% | $158,922-7.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.96% | 19.95%-3.0pp | 35.88%-18.9pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,883 | $4,115-30.0% | $3,263-11.6% | $4,761-39.5% |
| Participant deferral / active EE | $5,475 | $5,223+4.8% | $4,265+28.4% | $5,982-8.5% |
| Admin fee / account holder | $833 | $8,603-90.3% | $6,581-87.3% | $11,246-92.6% |