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 8-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 | $199,022 | $69,518+186.3% | $59,878+232.4% | $135,375+47.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 24.86% | 7.94%+16.9pp | 3.46%+21.4pp | 519.73%-494.9pp |
| Employer contribution / active EE | $1,701 | $3,235-47.4% | $2,722-37.5% | $4,779-64.4% |
| Participant deferral / active EE | $1,701 | $4,206-59.6% | $3,402-50.0% | $5,609-69.7% |
| Admin fee / account holder | $3,406 | $5,734-40.6% | $3,590-5.1% | $10,827-68.5% |