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 6-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 | $196,243 | $97,744+100.8% | $103,476+89.7% | $145,922+34.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 19.33% | 25.41%-6.1pp | 23.90%-4.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $7,097 | $4,677+51.8% | $4,672+51.9% | $4,660+52.3% |
| Participant deferral / active EE | $3,459 | $6,603-47.6% | $6,623-47.8% | $6,688-48.3% |
| Admin fee / account holder | $4,496 | $12,515-64.1% | $9,413-52.2% | $13,397-66.4% |