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 | $237,809 | $65,685+262.0% | $57,179+315.9% | $273,961-13.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.42% | 21.99%-12.6pp | 14.59%-5.2pp | 41.45%-32.0pp |
| Employer contribution / active EE | $5,835 | $3,279+78.0% | $2,682+117.5% | $4,869+19.8% |
| Participant deferral / active EE | $9,433 | $3,782+149.4% | $3,096+204.7% | $5,287+78.4% |
| Admin fee / account holder | $5,010 | $4,835+3.6% | $3,139+59.6% | $10,132-50.6% |