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 | $188,940 | $104,251+81.2% | $91,001+107.6% | $147,584+28.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.41% | 27.06%-6.7pp | 4.60%+15.8pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,837 | $3,116-8.9% | $2,456+15.5% | $4,876-41.8% |
| Participant deferral / active EE | $13,310 | $4,195+217.3% | $3,547+275.2% | $5,439+144.7% |
| Admin fee / account holder | $769 | $8,948-91.4% | $5,417-85.8% | $10,885-92.9% |