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 | $156,699 | $115,882+35.2% | $100,516+55.9% | $158,922-1.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.65% | 34.79%-22.1pp | 30.89%-18.2pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,603 | $4,103-60.9% | $3,418-53.1% | $4,761-66.3% |
| Participant deferral / active EE | $4,677 | $6,674-29.9% | $6,270-25.4% | $5,982-21.8% |
| Admin fee / account holder | $21,756 | $10,995+97.9% | $8,081+169.2% | $11,246+93.5% |