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 | $171,072 | $114,237+49.8% | $119,258+43.4% | $167,490+2.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 14.09% | 29.87%-15.8pp | 30.69%-16.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $4,715 | $4,481+5.2% | $4,384+7.5% | $4,837-2.5% |
| Participant deferral / active EE | $4,839 | $6,084-20.5% | $6,111-20.8% | $6,341-23.7% |
| Admin fee / account holder | $1,026 | $8,932-88.5% | $7,226-85.8% | $12,309-91.7% |