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 7-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 | $230,403 | $106,515+116.3% | $96,683+138.3% | $139,434+65.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.46% | 38.43%-27.0pp | 35.69%-24.2pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,509 | $4,103-63.2% | $3,737-59.6% | $4,751-68.2% |
| Participant deferral / active EE | $20,000 | $5,454+266.7% | $4,878+310.0% | $6,710+198.1% |
| Admin fee / account holder | $1,490 | $7,877-81.1% | $6,730-77.9% | $11,403-86.9% |