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 8-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 | $209,061 | $117,841+77.4% | $102,423+104.1% | $145,922+43.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.23% | 31.65%-15.4pp | 29.32%-13.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,769 | $3,615-23.4% | $3,023-8.4% | $4,660-40.6% |
| Participant deferral / active EE | $5,429 | $5,731-5.3% | $5,053+7.4% | $6,688-18.8% |
| Admin fee / account holder | $3,579 | $13,326-73.1% | $9,451-62.1% | $13,397-73.3% |