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 | $159,886 | $116,175+37.6% | $93,606+70.8% | $152,861+4.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.11% | 35.96%-15.9pp | 32.76%-12.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,968 | $3,218-38.8% | $2,718-27.6% | $4,762-58.7% |
| Participant deferral / active EE | $3,376 | $4,603-26.7% | $4,069-17.0% | $5,850-42.3% |
| Admin fee / account holder | $1,454 | $10,748-86.5% | $7,888-81.6% | $11,596-87.5% |