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 | $188,472 | $104,251+80.8% | $91,001+107.1% | $147,584+27.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.17% | 27.06%-6.9pp | 4.60%+15.6pp | 578.55%-558.4pp |
| Employer contribution / active EE | $3,502 | $3,116+12.4% | $2,456+42.6% | $4,876-28.2% |
| Participant deferral / active EE | $3,373 | $4,195-19.6% | $3,547-4.9% | $5,439-38.0% |
| Admin fee / account holder | $6,877 | $8,948-23.1% | $5,417+27.0% | $10,885-36.8% |