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 | $191,590 | $755,339-74.6% | $379,746-49.5% | $158,922+20.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 20.24% | 53.41%-33.2pp | 34.90%-14.7pp | 302.83%-282.6pp |
| Employer contribution / active EE | $5,404 | $4,685+15.3% | $3,540+52.7% | $4,761+13.5% |
| Participant deferral / active EE | $19,879 | $7,938+150.4% | $6,024+230.0% | $5,982+232.3% |
| Admin fee / account holder | $1,951 | $14,482-86.5% | $7,927-75.4% | $11,246-82.7% |