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 | $169,322 | $111,754+51.5% | $103,333+63.9% | $145,922+16.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.10% | 24.77%-2.7pp | 24.88%-2.8pp | 561.29%-539.2pp |
| Employer contribution / active EE | $2,671 | $4,212-36.6% | $3,868-30.9% | $4,660-42.7% |
| Participant deferral / active EE | $4,092 | $5,619-27.2% | $5,057-19.1% | $6,688-38.8% |
| Admin fee / account holder | $8,048 | $9,750-17.5% | $8,355-3.7% | $13,397-39.9% |