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 | $157,521 | $97,744+61.2% | $103,476+52.2% | $145,922+7.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.40% | 25.41%-13.0pp | 23.90%-11.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $13,006 | $4,677+178.1% | $4,672+178.4% | $4,660+179.1% |
| Participant deferral / active EE | $6,828 | $6,603+3.4% | $6,623+3.1% | $6,688+2.1% |
| Admin fee / account holder | $1,029 | $12,515-91.8% | $9,413-89.1% | $13,397-92.3% |