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 | $155,144 | $197,591-21.5% | $177,821-12.8% | $158,922-2.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.40% | 58.76%-32.4pp | 48.32%-21.9pp | 302.83%-276.4pp |
| Employer contribution / active EE | $17,385 | $6,697+159.6% | $5,918+193.7% | $4,761+265.1% |
| Participant deferral / active EE | $11,520 | $8,405+37.1% | $7,714+49.3% | $5,982+92.6% |
| Admin fee / account holder | $3,933 | $15,399-74.5% | $12,427-68.4% | $11,246-65.0% |