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 | $193,335 | $127,065+52.2% | $113,168+70.8% | $142,382+35.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.78% | 24.03%-6.3pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,453 | $3,442+29.4% | $2,975+49.7% | $4,299+3.6% |
| Participant deferral / active EE | $12,085 | $5,716+111.4% | $5,107+136.6% | $6,507+85.7% |
| Admin fee / account holder | $1,814 | $15,736-88.5% | $12,068-85.0% | $12,624-85.6% |