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 | $248,439 | $102,828+141.6% | $105,387+135.7% | $152,861+62.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.98% | 20.85%+10.1pp | 26.82%+4.2pp | 345.32%-314.3pp |
| Employer contribution / active EE | $2,174 | $4,473-51.4% | $4,213-48.4% | $4,762-54.4% |
| Participant deferral / active EE | $6,942 | $5,465+27.0% | $5,502+26.2% | $5,850+18.7% |
| Admin fee / account holder | $857 | $8,683-90.1% | $6,559-86.9% | $11,596-92.6% |