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 | $179,302 | $109,881+63.2% | $150,045+19.5% | $84,808+111.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.65% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,641 | $3,561-25.9% | $4,693-43.7% | $2,631+0.4% |
| Participant deferral / active EE | $6,412 | $6,636-3.4% | $7,997-19.8% | $4,212+52.3% |
| Admin fee / account holder | $8,521 | $8,568-0.5% | $13,435-36.6% | $7,344+16.0% |