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 | $201,288 | $140,588+43.2% | $123,104+63.5% | $125,391+60.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.50% | 16.80%-15.3pp | 13.22%-11.7pp | 282.22%-280.7pp |
| Employer contribution / active EE | $3,355 | $6,041-44.5% | $5,151-34.9% | $4,866-31.0% |
| Participant deferral / active EE | $10,066 | $6,980+44.2% | $6,230+61.6% | $5,352+88.1% |
| Admin fee / account holder | $21,292 | $11,198+90.1% | $9,015+136.2% | $9,540+123.2% |