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 | $249,611 | $127,065+96.4% | $113,168+120.6% | $142,382+75.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 35.84% | 24.03%+11.8pp | 24.27%+11.6pp | 217.08%-181.2pp |
| Employer contribution / active EE | $1,183 | $3,442-65.6% | $2,975-60.2% | $4,299-72.5% |
| Participant deferral / active EE | $3,718 | $5,716-35.0% | $5,107-27.2% | $6,507-42.9% |
| Admin fee / account holder | $1,287 | $15,736-91.8% | $12,068-89.3% | $12,624-89.8% |