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 | $236,317 | $116,175+103.4% | $93,606+152.5% | $152,861+54.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.31% | 35.96%-15.7pp | 32.76%-12.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,208 | $3,218-0.3% | $2,718+18.0% | $4,762-32.6% |
| Participant deferral / active EE | $8,507 | $4,603+84.8% | $4,069+109.1% | $5,850+45.4% |
| Admin fee / account holder | $3,907 | $10,748-63.6% | $7,888-50.5% | $11,596-66.3% |