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 | $216,980 | $110,257+96.8% | $96,544+124.7% | $139,434+55.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.05% | 26.32%-12.3pp | 25.84%-11.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,123 | $3,620-41.4% | $2,965-28.4% | $4,751-55.3% |
| Participant deferral / active EE | $6,062 | $5,548+9.3% | $4,851+25.0% | $6,710-9.7% |
| Admin fee / account holder | $4,113 | $11,591-64.5% | $8,252-50.2% | $11,403-63.9% |