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 | $162,492 | $103,376+57.2% | $87,100+86.6% | $152,861+6.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 26.63% | 28.10%-1.5pp | 28.19%-1.6pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,753 | $3,220-14.5% | $2,521+9.2% | $4,762-42.2% |
| Participant deferral / active EE | $6,795 | $4,778+42.2% | $4,049+67.8% | $5,850+16.1% |
| Admin fee / account holder | $2,195 | $12,205-82.0% | $7,497-70.7% | $11,596-81.1% |