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 | $227,357 | $153,772+47.9% | $133,980+69.7% | $273,961-17.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.77% | 36.51%-28.7pp | 29.30%-21.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $4,507 | $6,029-25.2% | $5,211-13.5% | $4,869-7.4% |
| Participant deferral / active EE | $9,374 | $6,958+34.7% | $6,282+49.2% | $5,287+77.3% |
| Admin fee / account holder | $104,085 | $11,765+784.7% | $9,324+1016.3% | $10,132+927.3% |