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 | $159,968 | $127,100+25.9% | $105,738+51.3% | $135,375+18.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 15.63% | 4.49%+11.1pp | 6.27%+9.4pp | 519.73%-504.1pp |
| Employer contribution / active EE | $4,871 | $4,107+18.6% | $3,268+49.0% | $4,779+1.9% |
| Participant deferral / active EE | $3,333 | $5,064-34.2% | $4,080-18.3% | $5,609-40.6% |
| Admin fee / account holder | $6,763 | $9,087-25.6% | $6,913-2.2% | $10,827-37.5% |