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 | $180,310 | $117,983+52.8% | $101,794+77.1% | $142,382+26.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.83% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,325 | $2,773-52.2% | $2,289-42.1% | $4,299-69.2% |
| Participant deferral / active EE | $1,789 | $4,714-62.1% | $4,084-56.2% | $6,507-72.5% |
| Admin fee / account holder | $1,615 | $10,433-84.5% | $8,777-81.6% | $12,624-87.2% |