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 | $196,424 | $124,281+58.0% | $109,143+80.0% | $167,490+17.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.91% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $4,183 | $4,207-0.6% | $3,722+12.4% | $4,837-13.5% |
| Participant deferral / active EE | $13,593 | $5,255+158.7% | $4,653+192.1% | $6,341+114.4% |
| Admin fee / account holder | $6,534 | $7,970-18.0% | $6,752-3.2% | $12,309-46.9% |