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 | $147,551 | $124,319+18.7% | $111,297+32.6% | $167,490-11.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 38.33% | 37.44%+0.9pp | 54.65%-16.3pp | 478.56%-440.2pp |
| Employer contribution / active EE | $2,810 | $3,435-18.2% | $2,731+2.9% | $4,837-41.9% |
| Participant deferral / active EE | $8,112 | $5,180+56.6% | $4,487+80.8% | $6,341+27.9% |
| Admin fee / account holder | $2,096 | $10,618-80.3% | $7,964-73.7% | $12,309-83.0% |