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 | $87,166+116.1% | $76,735+145.5% | $137,256+37.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 22.93% | 26.50%-3.6pp | 29.77%-6.8pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,552 | $2,904-12.1% | $2,454+4.0% | $4,156-38.6% |
| Participant deferral / active EE | $12,433 | $4,726+163.1% | $4,088+204.1% | $6,407+94.1% |
| Admin fee / account holder | $3,012 | $8,403-64.2% | $7,189-58.1% | $12,270-75.5% |