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 | $149,630 | $101,069+48.0% | $81,478+83.6% | $147,584+1.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.58% | 32.40%-12.8pp | 38.78%-19.2pp | 578.55%-559.0pp |
| Employer contribution / active EE | $3,154 | $3,205-1.6% | $2,568+22.8% | $4,876-35.3% |
| Participant deferral / active EE | $6,626 | $4,242+56.2% | $3,537+87.3% | $5,439+21.8% |
| Admin fee / account holder | $1,940 | $5,812-66.6% | $4,561-57.5% | $10,885-82.2% |