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 | $153,750 | $102,616+49.8% | $81,983+87.5% | $158,922-3.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 18.91% | 61.04%-42.1pp | 41.31%-22.4pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,745 | $3,240-15.3% | $2,498+9.9% | $4,761-42.3% |
| Participant deferral / active EE | $8,524 | $4,648+83.4% | $3,722+129.0% | $5,982+42.5% |
| Admin fee / account holder | $2,199 | $8,235-73.3% | $5,664-61.2% | $11,246-80.4% |