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 | $145,944 | $177,572-17.8% | $154,803-5.7% | $142,382+2.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.76% | 65.07%-34.3pp | 58.88%-28.1pp | 217.08%-186.3pp |
| Employer contribution / active EE | $1,619 | $4,810-66.3% | $4,305-62.4% | $4,299-62.3% |
| Participant deferral / active EE | $10,874 | $6,272+73.4% | $5,540+96.3% | $6,507+67.1% |
| Admin fee / account holder | $8,046 | $16,786-52.1% | $14,329-43.8% | $12,624-36.3% |