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 | $169,990 | $78,672+116.1% | $109,143+55.8% | $85,850+98.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.08% | 25.09%-11.0pp | 25.75%-11.7pp | 318.53%-304.4pp |
| Employer contribution / active EE | $3,210 | $2,735+17.4% | $3,722-13.8% | $2,565+25.1% |
| Participant deferral / active EE | $6,936 | $3,467+100.0% | $4,653+49.1% | $3,952+75.5% |
| Admin fee / account holder | $3,138 | $5,469-42.6% | $6,752-53.5% | $6,260-49.9% |