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 | $167,133 | $117,841+41.8% | $102,423+63.2% | $145,922+14.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.02% | 31.65%-16.6pp | 29.32%-14.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,256 | $3,615+17.7% | $3,023+40.8% | $4,660-8.7% |
| Participant deferral / active EE | $6,307 | $5,731+10.1% | $5,053+24.8% | $6,688-5.7% |
| Admin fee / account holder | $11,142 | $13,326-16.4% | $9,451+17.9% | $13,397-16.8% |