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 | $199,924 | $117,983+69.5% | $101,794+96.4% | $142,382+40.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 14.02% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,811 | $2,773+1.4% | $2,289+22.8% | $4,299-34.6% |
| Participant deferral / active EE | $8,984 | $4,714+90.6% | $4,084+120.0% | $6,507+38.1% |
| Admin fee / account holder | $2,942 | $10,433-71.8% | $8,777-66.5% | $12,624-76.7% |