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 | $150,065 | $118,849+26.3% | $96,562+55.4% | $167,490-10.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 24.97% | 50.49%-25.5pp | 37.78%-12.8pp | 478.56%-453.6pp |
| Employer contribution / active EE | $3,514 | $3,120+12.7% | $2,356+49.1% | $4,837-27.4% |
| Participant deferral / active EE | $3,589 | $4,616-22.2% | $3,849-6.7% | $6,341-43.4% |
| Admin fee / account holder | $8,144 | $8,065+1.0% | $6,181+31.8% | $12,309-33.8% |