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 | $231,833 | $95,266+143.4% | $82,389+181.4% | $142,382+62.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.40% | 25.74%-14.3pp | 28.67%-17.3pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,614 | $2,991-12.6% | $2,517+3.9% | $4,299-39.2% |
| Participant deferral / active EE | $8,353 | $4,809+73.7% | $4,155+101.1% | $6,507+28.4% |
| Admin fee / account holder | $2,691 | $8,563-68.6% | $7,231-62.8% | $12,624-78.7% |