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 | $129,595 | $165,912-21.9% | $122,332+5.9% | $147,584-12.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 22.74% | 34.55%-11.8pp | 30.27%-7.5pp | 578.55%-555.8pp |
| Employer contribution / active EE | $3,550 | $5,754-38.3% | $4,050-12.4% | $4,876-27.2% |
| Participant deferral / active EE | $5,838 | $4,005+45.8% | $3,287+77.6% | $5,439+7.3% |
| Admin fee / account holder | $6,095 | $7,424-17.9% | $5,478+11.3% | $10,885-44.0% |