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 | $199,329 | $163,101+22.2% | $136,749+45.8% | $142,382+40.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.22% | 27.54%-10.3pp | 24.33%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,186 | $4,117-71.2% | $3,400-65.1% | $4,299-72.4% |
| Participant deferral / active EE | $6,813 | $5,585+22.0% | $4,692+45.2% | $6,507+4.7% |
| Admin fee / account holder | $1,718 | $14,318-88.0% | $11,386-84.9% | $12,624-86.4% |