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 | $187,574 | $124,425+50.8% | $112,040+67.4% | $137,256+36.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.15% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,095 | $3,411-9.3% | $2,954+4.8% | $4,156-25.5% |
| Participant deferral / active EE | $7,826 | $5,718+36.9% | $5,098+53.5% | $6,407+22.1% |
| Admin fee / account holder | $1,449 | $15,207-90.5% | $12,098-88.0% | $12,270-88.2% |