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 | $166,678 | $111,754+49.1% | $103,333+61.3% | $145,922+14.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.72% | 24.77%-11.0pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,756 | $4,212+12.9% | $3,868+23.0% | $4,660+2.1% |
| Participant deferral / active EE | $5,972 | $5,619+6.3% | $5,057+18.1% | $6,688-10.7% |
| Admin fee / account holder | $1,322 | $9,750-86.4% | $8,355-84.2% | $13,397-90.1% |