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 | $156,164 | $127,386+22.6% | $115,037+35.8% | $125,391+24.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.59% | 31.28%-29.7pp | 26.14%-24.6pp | 282.22%-280.6pp |
| Employer contribution / active EE | $3,758 | $5,166-27.2% | $4,608-18.4% | $4,866-22.8% |
| Participant deferral / active EE | $9,378 | $6,423+46.0% | $6,026+55.6% | $5,352+75.2% |
| Admin fee / account holder | $1,422 | $9,516-85.1% | $8,175-82.6% | $9,540-85.1% |