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 | $184,100 | $95,266+93.2% | $82,389+123.5% | $142,382+29.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.03% | 25.74%-13.7pp | 28.67%-16.6pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,579 | $2,991+19.6% | $2,517+42.2% | $4,299-16.8% |
| Participant deferral / active EE | $7,657 | $4,809+59.2% | $4,155+84.3% | $6,507+17.7% |
| Admin fee / account holder | $768 | $8,563-91.0% | $7,231-89.4% | $12,624-93.9% |