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 | $203,200 | $118,849+71.0% | $96,562+110.4% | $167,490+21.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.29% | 50.49%-27.2pp | 37.78%-14.5pp | 478.56%-455.3pp |
| Employer contribution / active EE | $2,455 | $3,120-21.3% | $2,356+4.2% | $4,837-49.2% |
| Participant deferral / active EE | $1,518 | $4,616-67.1% | $3,849-60.6% | $6,341-76.1% |
| Admin fee / account holder | $9,036 | $8,065+12.0% | $6,181+46.2% | $12,309-26.6% |