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 | $243,937 | $92,222+164.5% | $76,768+217.8% | $135,375+80.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 3.34% | 5.46%-2.1pp | 2.43%+0.9pp | 519.73%-516.4pp |
| Employer contribution / active EE | $2,847 | $3,216-11.5% | $2,485+14.5% | $4,779-40.4% |
| Participant deferral / active EE | $4,928 | $4,509+9.3% | $3,852+27.9% | $5,609-12.1% |
| Admin fee / account holder | $49,587 | $10,748+361.3% | $6,675+642.9% | $10,827+358.0% |