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 | $191,907 | $118,450+62.0% | $98,439+94.9% | $139,434+37.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.63% | 18.94%-3.3pp | 21.16%-5.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,343 | $3,609-35.1% | $3,048-23.1% | $4,751-50.7% |
| Participant deferral / active EE | $8,620 | $5,392+59.9% | $4,738+81.9% | $6,710+28.5% |
| Admin fee / account holder | $3,569 | $14,026-74.6% | $8,948-60.1% | $11,403-68.7% |