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 | $142,500 | $115,770+23.1% | $101,248+40.7% | $158,922-10.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.03% | 56.14%-42.1pp | 46.47%-32.4pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,649 | $4,175-12.6% | $3,660-0.3% | $4,761-23.3% |
| Participant deferral / active EE | $3,760 | $4,957-24.2% | $4,370-14.0% | $5,982-37.1% |
| Admin fee / account holder | $6,077 | $7,245-16.1% | $5,945+2.2% | $11,246-46.0% |