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 | $169,206 | $124,281+36.1% | $109,143+55.0% | $167,490+1.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.69% | 26.04%-15.3pp | 25.75%-15.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,816 | $4,207-56.8% | $3,722-51.2% | $4,837-62.5% |
| Participant deferral / active EE | $2,788 | $5,255-46.9% | $4,653-40.1% | $6,341-56.0% |
| Admin fee / account holder | $3,173 | $7,970-60.2% | $6,752-53.0% | $12,309-74.2% |