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 | $242,945 | $106,515+128.1% | $96,683+151.3% | $139,434+74.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.07% | 38.43%-23.4pp | 35.69%-20.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,609 | $4,103-36.4% | $3,737-30.2% | $4,751-45.1% |
| Participant deferral / active EE | $3,258 | $5,454-40.3% | $4,878-33.2% | $6,710-51.5% |
| Admin fee / account holder | $4,041 | $7,877-48.7% | $6,730-40.0% | $11,403-64.6% |