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 | $193,410 | $162,781+18.8% | $133,956+44.4% | $158,922+21.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.08% | 41.94%-16.9pp | 45.09%-20.0pp | 302.83%-277.8pp |
| Employer contribution / active EE | $3,026 | $4,975-39.2% | $3,919-22.8% | $4,761-36.4% |
| Participant deferral / active EE | $9,330 | $5,911+57.8% | $5,048+84.8% | $5,982+56.0% |
| Admin fee / account holder | $22,238 | $11,736+89.5% | $8,927+149.1% | $11,246+97.7% |