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 | $188,494 | $106,515+77.0% | $96,683+95.0% | $139,434+35.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.47% | 38.43%-21.0pp | 35.69%-18.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,578 | $4,103-37.2% | $3,737-31.0% | $4,751-45.7% |
| Participant deferral / active EE | $5,344 | $5,454-2.0% | $4,878+9.5% | $6,710-20.4% |
| Admin fee / account holder | $784 | $7,877-90.0% | $6,730-88.3% | $11,403-93.1% |