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 | $172,455 | $91,190+89.1% | $178,490-3.4% | $79,858+116.0% |
| Participation rate | 76.5% | 69.2%+7.3pp | 81.9%-5.5pp | 69.6%+6.8pp |
| Annual return | 25.05% | 24.19%+0.9pp | 151.07%-126.0pp | 31.71%-6.7pp |
| Employer contribution / active EE | $2,195 | $3,256-32.6% | $5,011-56.2% | $2,471-11.1% |
| Participant deferral / active EE | $6,546 | $3,236+102.3% | $5,202+25.8% | $3,740+75.0% |
| Admin fee / account holder | $10,056 | $6,751+49.0% | $13,984-28.1% | $5,306+89.5% |