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 | $185,313 | $94,625+95.8% | $116,228+59.4% | $84,808+118.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 12.58% | 20.40%-7.8pp | 90.06%-77.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,327 | $2,347-0.9% | $2,994-22.3% | $2,631-11.6% |
| Participant deferral / active EE | $8,233 | $3,972+107.3% | $4,953+66.2% | $4,212+95.5% |
| Admin fee / account holder | $15,082 | $10,091+49.5% | $11,989+25.8% | $7,344+105.4% |