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 | $214,660 | $154,228+39.2% | $145,433+47.6% | $137,256+56.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.71% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,411 | $4,804-70.6% | $4,554-69.0% | $4,156-66.0% |
| Participant deferral / active EE | $16,178 | $8,216+96.9% | $7,897+104.8% | $6,407+152.5% |
| Admin fee / account holder | $5,994 | $14,344-58.2% | $13,129-54.3% | $12,270-51.1% |