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 | $124,425+55.4% | $112,040+72.6% | $137,256+40.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.78% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,453 | $3,411+30.5% | $2,954+50.7% | $4,156+7.1% |
| Participant deferral / active EE | $12,085 | $5,718+111.3% | $5,098+137.1% | $6,407+88.6% |
| Admin fee / account holder | $1,814 | $15,207-88.1% | $12,098-85.0% | $12,270-85.2% |