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 | $149,749 | $106,515+40.6% | $96,683+54.9% | $139,434+7.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.82% | 38.43%-23.6pp | 35.69%-20.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,981 | $4,103-51.7% | $3,737-47.0% | $4,751-58.3% |
| Participant deferral / active EE | $4,916 | $5,454-9.9% | $4,878+0.8% | $6,710-26.7% |
| Admin fee / account holder | $3,628 | $7,877-53.9% | $6,730-46.1% | $11,403-68.2% |