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 | $243,996 | $163,101+49.6% | $136,749+78.4% | $142,382+71.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.66% | 27.54%-11.9pp | 24.33%-8.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,149 | $4,117-72.1% | $3,400-66.2% | $4,299-73.3% |
| Participant deferral / active EE | $6,128 | $5,585+9.7% | $4,692+30.6% | $6,507-5.8% |
| Admin fee / account holder | $2,292 | $14,318-84.0% | $11,386-79.9% | $12,624-81.8% |