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 | $220,780 | $110,257+100.2% | $96,544+128.7% | $139,434+58.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 26.21% | 26.32%-0.1pp | 25.84%+0.4pp | 372.94%-346.7pp |
| Employer contribution / active EE | $6,872 | $3,620+89.8% | $2,965+131.8% | $4,751+44.6% |
| Participant deferral / active EE | $4,134 | $5,548-25.5% | $4,851-14.8% | $6,710-38.4% |
| Admin fee / account holder | $2,202 | $11,591-81.0% | $8,252-73.3% | $11,403-80.7% |