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 | $147,331 | $98,750+49.2% | $149,696-1.6% | $79,858+84.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.12% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,287 | $3,216-28.9% | $4,644-50.8% | $2,471-7.4% |
| Participant deferral / active EE | $5,074 | $5,680-10.7% | $6,842-25.8% | $3,740+35.7% |
| Admin fee / account holder | $2,135 | $6,053-64.7% | $9,309-77.1% | $5,306-59.8% |