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 | $208,555 | $163,101+27.9% | $136,749+52.5% | $142,382+46.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.49% | 27.54%-11.1pp | 24.33%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,586 | $4,117-12.9% | $3,400+5.5% | $4,299-16.6% |
| Participant deferral / active EE | $8,063 | $5,585+44.4% | $4,692+71.8% | $6,507+23.9% |
| Admin fee / account holder | $1,162 | $14,318-91.9% | $11,386-89.8% | $12,624-90.8% |