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 | $197,228 | $162,781+21.2% | $133,956+47.2% | $158,922+24.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.88% | 41.94%-27.1pp | 45.09%-30.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $5,118 | $4,975+2.9% | $3,919+30.6% | $4,761+7.5% |
| Participant deferral / active EE | $5,647 | $5,911-4.5% | $5,048+11.9% | $5,982-5.6% |
| Admin fee / account holder | $7,716 | $11,736-34.3% | $8,927-13.6% | $11,246-31.4% |