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 | $192,060 | $154,228+24.5% | $145,433+32.1% | $137,256+39.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.71% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,093 | $4,804-77.3% | $4,554-76.0% | $4,156-73.7% |
| Participant deferral / active EE | $11,083 | $8,216+34.9% | $7,897+40.3% | $6,407+73.0% |
| Admin fee / account holder | $1,412 | $14,344-90.2% | $13,129-89.2% | $12,270-88.5% |