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 | $234,235 | $95,416+145.5% | $185,823+26.1% | $85,850+172.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.91% | 23.59%-5.7pp | 122.05%-104.1pp | 318.53%-300.6pp |
| Employer contribution / active EE | $3,060 | $3,314-7.7% | $5,167-40.8% | $2,565+19.3% |
| Participant deferral / active EE | $5,013 | $3,423+46.4% | $5,568-10.0% | $3,952+26.9% |
| Admin fee / account holder | $11,801 | $7,213+63.6% | $16,237-27.3% | $6,260+88.5% |