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 | $150,590 | $127,386+18.2% | $115,037+30.9% | $125,391+20.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.09% | 31.28%-31.2pp | 26.14%-26.1pp | 282.22%-282.1pp |
| Employer contribution / active EE | $4,546 | $5,166-12.0% | $4,608-1.4% | $4,866-6.6% |
| Participant deferral / active EE | $9,167 | $6,423+42.7% | $6,026+52.1% | $5,352+71.3% |
| Admin fee / account holder | $50,000 | $9,516+425.4% | $8,175+511.6% | $9,540+424.1% |