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 | $174,526 | $176,377-1.0% | $134,143+30.1% | $158,922+9.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.93% | 63.63%-47.7pp | 36.33%-20.4pp | 302.83%-286.9pp |
| Employer contribution / active EE | $4,549 | $5,040-9.8% | $3,704+22.8% | $4,761-4.5% |
| Participant deferral / active EE | $23,000 | $4,091+462.2% | $3,499+557.4% | $5,982+284.5% |
| Admin fee / account holder | $3,641 | $8,718-58.2% | $6,684-45.5% | $11,246-67.6% |