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 | $227,181 | $232,540-2.3% | $185,117+22.7% | $147,584+53.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.60% | 43.03%-27.4pp | 40.50%-24.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,688 | $5,195-29.0% | $4,182-11.8% | $4,876-24.4% |
| Participant deferral / active EE | $1,825 | $5,834-68.7% | $5,045-63.8% | $5,439-66.4% |
| Admin fee / account holder | $2,037 | $10,275-80.2% | $8,159-75.0% | $10,885-81.3% |