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 | $143,954 | $117,841+22.2% | $102,423+40.5% | $145,922-1.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.86% | 31.65%-7.8pp | 29.32%-5.5pp | 561.29%-537.4pp |
| Employer contribution / active EE | $3,182 | $3,615-12.0% | $3,023+5.3% | $4,660-31.7% |
| Participant deferral / active EE | $6,303 | $5,731+10.0% | $5,053+24.7% | $6,688-5.7% |
| Admin fee / account holder | $2,404 | $13,326-82.0% | $9,451-74.6% | $13,397-82.1% |