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 | $232,481 | $162,781+42.8% | $133,956+73.6% | $158,922+46.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.14% | 41.94%-29.8pp | 45.09%-32.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $5,507 | $4,975+10.7% | $3,919+40.5% | $4,761+15.7% |
| Participant deferral / active EE | $7,564 | $5,911+28.0% | $5,048+49.9% | $5,982+26.4% |
| Admin fee / account holder | $1,841 | $11,736-84.3% | $8,927-79.4% | $11,246-83.6% |