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 | $148,633 | $110,257+34.8% | $96,544+54.0% | $139,434+6.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.55% | 26.32%-7.8pp | 25.84%-7.3pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,074 | $3,620-15.1% | $2,965+3.7% | $4,751-35.3% |
| Participant deferral / active EE | $10,035 | $5,548+80.9% | $4,851+106.9% | $6,710+49.6% |
| Admin fee / account holder | $3,494 | $11,591-69.9% | $8,252-57.7% | $11,403-69.4% |