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 | $228,330 | $140,940+62.0% | $112,229+103.5% | $139,434+63.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.49% | 32.71%-12.2pp | 30.20%-9.7pp | 372.94%-352.5pp |
| Employer contribution / active EE | $3,398 | $4,283-20.7% | $3,430-0.9% | $4,751-28.5% |
| Participant deferral / active EE | $7,904 | $5,874+34.6% | $4,798+64.7% | $6,710+17.8% |
| Admin fee / account holder | $4,217 | $9,954-57.6% | $7,748-45.6% | $11,403-63.0% |