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 | $200,290 | $176,377+13.6% | $134,143+49.3% | $158,922+26.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.80% | 63.63%-50.8pp | 36.33%-23.5pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,918 | $5,040-61.9% | $3,704-48.2% | $4,761-59.7% |
| Participant deferral / active EE | $5,288 | $4,091+29.2% | $3,499+51.1% | $5,982-11.6% |
| Admin fee / account holder | $1,300 | $8,718-85.1% | $6,684-80.6% | $11,246-88.4% |