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 | $152,984 | $105,931+44.4% | $81,930+86.7% | $158,922-3.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 6.97% | 38.17%-31.2pp | 29.49%-22.5pp | 302.83%-295.9pp |
| Employer contribution / active EE | $4,540 | $7,800-41.8% | $4,310+5.3% | $4,761-4.7% |
| Participant deferral / active EE | $8,252 | $13,003-36.5% | $7,107+16.1% | $5,982+37.9% |
| Admin fee / account holder | $22,103 | $8,489+160.4% | $5,158+328.5% | $11,246+96.5% |