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 | $228,517 | $127,065+79.8% | $113,168+101.9% | $142,382+60.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.56% | 24.03%-10.5pp | 24.27%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,143 | $3,442-37.7% | $2,975-28.0% | $4,299-50.2% |
| Participant deferral / active EE | $2,898 | $5,716-49.3% | $5,107-43.3% | $6,507-55.5% |
| Admin fee / account holder | $9,654 | $15,736-38.6% | $12,068-20.0% | $12,624-23.5% |