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 | $166,222 | $127,065+30.8% | $113,168+46.9% | $142,382+16.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.33% | 24.03%-7.7pp | 24.27%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,068 | $3,442+18.2% | $2,975+36.7% | $4,299-5.4% |
| Participant deferral / active EE | $3,047 | $5,716-46.7% | $5,107-40.3% | $6,507-53.2% |
| Admin fee / account holder | $4,000 | $15,736-74.6% | $12,068-66.9% | $12,624-68.3% |