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 | $144,506 | $113,339+27.5% | $94,993+52.1% | $147,584-2.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 14.68% | 20.77%-6.1pp | 27.12%-12.4pp | 578.55%-563.9pp |
| Employer contribution / active EE | $10,620 | $3,160+236.0% | $2,603+307.9% | $4,876+117.8% |
| Participant deferral / active EE | $3,111 | $3,777-17.6% | $3,317-6.2% | $5,439-42.8% |
| Admin fee / account holder | $1,171 | $6,063-80.7% | $4,960-76.4% | $10,885-89.2% |