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 | $217,455 | $152,460+42.6% | $118,746+83.1% | $147,584+47.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 10.46% | 17.41%-7.0pp | 24.54%-14.1pp | 578.55%-568.1pp |
| Employer contribution / active EE | $3,485 | $5,046-30.9% | $4,193-16.9% | $4,876-28.5% |
| Participant deferral / active EE | $6,955 | $6,212+11.9% | $5,332+30.4% | $5,439+27.9% |
| Admin fee / account holder | $25,515 | $16,953+50.5% | $10,720+138.0% | $10,885+134.4% |