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 | $193,132 | $96,484+100.2% | $75,886+154.5% | $152,861+26.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 27.59% | 33.98%-6.4pp | 30.76%-3.2pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,193 | $3,309-64.0% | $2,500-52.3% | $4,762-75.0% |
| Participant deferral / active EE | $2,684 | $4,553-41.0% | $3,603-25.5% | $5,850-54.1% |
| Admin fee / account holder | $11,471 | $8,078+42.0% | $5,418+111.7% | $11,596-1.1% |