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 | $191,437 | $104,251+83.6% | $91,001+110.4% | $147,584+29.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.75% | 27.06%-12.3pp | 4.60%+10.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $4,198 | $3,116+34.7% | $2,456+70.9% | $4,876-13.9% |
| Participant deferral / active EE | $8,169 | $4,195+94.7% | $3,547+130.3% | $5,439+50.2% |
| Admin fee / account holder | $2,182 | $8,948-75.6% | $5,417-59.7% | $10,885-80.0% |