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 | $233,053 | $99,341+134.6% | $84,750+175.0% | $273,961-14.9% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 9.70% | 22.93%-13.2pp | 22.78%-13.1pp | 41.45%-31.8pp |
| Employer contribution / active EE | $18,193 | $4,214+331.8% | $3,574+409.0% | $4,869+273.7% |
| Participant deferral / active EE | $3,225 | $4,269-24.4% | $3,712-13.1% | $5,287-39.0% |
| Admin fee / account holder | $13,894 | $6,644+109.1% | $5,332+160.6% | $10,132+37.1% |