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 | $195,102 | $105,859+84.3% | $90,160+116.4% | $147,584+32.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.03% | 37.63%-19.6pp | 34.88%-16.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,994 | $4,126-27.4% | $3,318-9.8% | $4,876-38.6% |
| Participant deferral / active EE | $5,633 | $5,733-1.7% | $5,288+6.5% | $5,439+3.6% |
| Admin fee / account holder | $2,801 | $8,046-65.2% | $5,943-52.9% | $10,885-74.3% |