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 | $195,002 | $124,281+56.9% | $109,143+78.7% | $167,490+16.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.66% | 26.04%-15.4pp | 25.75%-15.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $6,889 | $4,207+63.7% | $3,722+85.1% | $4,837+42.4% |
| Participant deferral / active EE | $3,182 | $5,255-39.4% | $4,653-31.6% | $6,341-49.8% |
| Admin fee / account holder | $4,903 | $7,970-38.5% | $6,752-27.4% | $12,309-60.2% |