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 | $157,768 | $107,452+46.8% | $91,541+72.3% | $142,382+10.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 26.32% | 22.06%+4.3pp | 20.50%+5.8pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,372 | $2,994-54.2% | $2,505-45.2% | $4,299-68.1% |
| Participant deferral / active EE | $5,655 | $4,754+19.0% | $4,008+41.1% | $6,507-13.1% |
| Admin fee / account holder | $46,958 | $8,834+431.5% | $6,956+575.0% | $12,624+272.0% |