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 | $243,368 | $117,381+107.3% | $99,443+144.7% | $152,861+59.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 26.11% | 31.87%-5.8pp | 30.72%-4.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,764 | $3,013-8.2% | $2,540+8.8% | $4,762-42.0% |
| Participant deferral / active EE | $8,152 | $4,086+99.5% | $3,619+125.3% | $5,850+39.3% |
| Admin fee / account holder | $2,224 | $7,631-70.9% | $6,250-64.4% | $11,596-80.8% |