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 | $138,036 | $103,031+34.0% | $78,805+75.2% | $357,791-61.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 73.6%+26.4pp | 85.6%+14.4pp |
| Annual return | 20.12% | -11.97%+32.1pp | -2.71%+22.8pp | 396.79%-376.7pp |
| Employer contribution / active EE | $6,704 | $6,909-3.0% | $4,059+65.2% | $7,508-10.7% |
| Participant deferral / active EE | $9,560 | $5,060+88.9% | $3,584+166.7% | $5,521+73.2% |
| Admin fee / account holder | $14,324 | $5,883+143.5% | $5,677+152.3% | $28,387-49.5% |