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 | $215,428 | $176,812+21.8% | $146,665+46.9% | $167,490+28.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.22% | 24.03%-5.8pp | 22.74%-4.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $4,734 | $5,160-8.3% | $4,136+14.4% | $4,837-2.1% |
| Participant deferral / active EE | $6,709 | $6,440+4.2% | $5,506+21.8% | $6,341+5.8% |
| Admin fee / account holder | $2,321 | $13,259-82.5% | $10,280-77.4% | $12,309-81.1% |