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 | $205,992 | $93,571+120.1% | $135,903+51.6% | $75,163+174.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.78% | 30.90%-5.1pp | 68.23%-42.4pp | 160.62%-134.8pp |
| Employer contribution / active EE | $2,966 | $3,537-16.1% | $4,856-38.9% | $2,670+11.1% |
| Participant deferral / active EE | $7,396 | $6,404+15.5% | $7,758-4.7% | $4,125+79.3% |
| Admin fee / account holder | $1,553 | $6,975-77.7% | $10,762-85.6% | $5,651-72.5% |