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 | $190,682 | $149,679+27.4% | $117,039+62.9% | $147,584+29.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.41% | 19.31%-1.9pp | 18.95%-1.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,937 | $4,937-60.8% | $3,785-48.8% | $4,876-60.3% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,817 | $7,856+139.5% | $5,974+215.0% | $10,885+72.9% |