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 | $189,222 | $103,376+83.0% | $87,100+117.2% | $152,861+23.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 14.97% | 28.10%-13.1pp | 28.19%-13.2pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,810 | $3,220-43.8% | $2,521-28.2% | $4,762-62.0% |
| Participant deferral / active EE | $4,550 | $4,778-4.8% | $4,049+12.4% | $5,850-22.2% |
| Admin fee / account holder | $13,121 | $12,205+7.5% | $7,497+75.0% | $11,596+13.2% |