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 | $174,236 | $94,752+83.9% | $112,887+54.3% | $139,434+25.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 25.49% | 40.88%-15.4pp | 34.10%-8.6pp | 372.94%-347.5pp |
| Employer contribution / active EE | $7,028 | $4,625+52.0% | $4,563+54.0% | $4,751+47.9% |
| Participant deferral / active EE | $7,591 | $6,512+16.6% | $6,513+16.5% | $6,710+13.1% |
| Admin fee / account holder | $7,721 | $8,527-9.5% | $7,047+9.6% | $11,403-32.3% |