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 | $184,037 | $118,849+54.8% | $96,562+90.6% | $167,490+9.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 42.44% | 50.49%-8.0pp | 37.78%+4.7pp | 478.56%-436.1pp |
| Employer contribution / active EE | $2,904 | $3,120-6.9% | $2,356+23.2% | $4,837-40.0% |
| Participant deferral / active EE | $6,728 | $4,616+45.8% | $3,849+74.8% | $6,341+6.1% |
| Admin fee / account holder | $3,067 | $8,065-62.0% | $6,181-50.4% | $12,309-75.1% |