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 | $133,607 | $104,251+28.2% | $91,001+46.8% | $147,584-9.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.38% | 27.06%-8.7pp | 4.60%+13.8pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,809 | $3,116-42.0% | $2,456-26.3% | $4,876-62.9% |
| Participant deferral / active EE | $4,523 | $4,195+7.8% | $3,547+27.5% | $5,439-16.8% |
| Admin fee / account holder | $2,868 | $8,948-67.9% | $5,417-47.1% | $10,885-73.6% |