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 | $157,797 | $85,766+84.0% | $136,294+15.8% | $70,131+125.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 23.68% | 31.45%-7.8pp | 5155.94%-5132.3pp | 73.14%-49.5pp |
| Employer contribution / active EE | $4,650 | $2,966+56.8% | $4,695-1.0% | $2,342+98.5% |
| Participant deferral / active EE | $5,641 | $5,051+11.7% | $6,247-9.7% | $3,332+69.3% |
| Admin fee / account holder | $5,316 | $5,420-1.9% | $9,243-42.5% | $4,645+14.4% |