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 | $188,371 | $95,266+97.7% | $82,389+128.6% | $142,382+32.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 22.93% | 25.74%-2.8pp | 28.67%-5.7pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,552 | $2,991-14.7% | $2,517+1.4% | $4,299-40.6% |
| Participant deferral / active EE | $12,433 | $4,809+158.5% | $4,155+199.3% | $6,507+91.1% |
| Admin fee / account holder | $3,012 | $8,563-64.8% | $7,231-58.3% | $12,624-76.1% |