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 | $112,729+59.9% | $98,716+82.7% | $137,256+31.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.83% | 38.48%-24.7pp | 31.81%-18.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,325 | $2,725-51.4% | $2,279-41.8% | $4,156-68.1% |
| Participant deferral / active EE | $1,789 | $4,640-61.5% | $4,048-55.8% | $6,407-72.1% |
| Admin fee / account holder | $1,615 | $10,129-84.1% | $8,703-81.4% | $12,270-86.8% |