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 | $198,944 | $117,859+68.8% | $102,438+94.2% | $145,959+36.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.89% | 31.72%-17.8pp | 29.37%-15.5pp | 561.95%-548.1pp |
| Employer contribution / active EE | $4,876 | $3,615+34.9% | $3,024+61.2% | $4,661+4.6% |
| Participant deferral / active EE | $4,116 | $5,732-28.2% | $5,054-18.6% | $6,689-38.5% |
| Admin fee / account holder | $1,560 | $13,318-88.3% | $9,448-83.5% | $13,398-88.4% |