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 | $237,131 | $176,812+34.1% | $146,665+61.7% | $167,490+41.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.16% | 24.03%-13.9pp | 22.74%-12.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $5,897 | $5,160+14.3% | $4,136+42.6% | $4,837+21.9% |
| Participant deferral / active EE | $4,669 | $6,440-27.5% | $5,506-15.2% | $6,341-26.4% |
| Admin fee / account holder | $53,830 | $13,259+306.0% | $10,280+423.7% | $12,309+337.3% |