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 | $192,958 | $117,983+63.5% | $101,794+89.6% | $142,382+35.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.37% | 36.92%-23.5pp | 30.53%-17.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,516 | $2,773+62.9% | $2,289+97.3% | $4,299+5.0% |
| Participant deferral / active EE | $4,108 | $4,714-12.8% | $4,084+0.6% | $6,507-36.9% |
| Admin fee / account holder | $11,111 | $10,433+6.5% | $8,777+26.6% | $12,624-12.0% |