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 | $171,395 | $228,332-24.9% | $185,823-7.8% | $158,922+7.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 52.08% | 40.80%+11.3pp | 35.95%+16.1pp | 302.83%-250.7pp |
| Employer contribution / active EE | $8,916 | $4,967+79.5% | $4,087+118.1% | $4,761+87.3% |
| Participant deferral / active EE | $4,972 | $6,415-22.5% | $5,632-11.7% | $5,982-16.9% |
| Admin fee / account holder | $905 | $11,864-92.4% | $9,500-90.5% | $11,246-92.0% |