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 | $200,849 | $95,266+110.8% | $82,389+143.8% | $142,382+41.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.62% | 25.74%-12.1pp | 28.67%-15.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,652 | $2,991+22.1% | $2,517+45.1% | $4,299-15.0% |
| Participant deferral / active EE | $5,238 | $4,809+8.9% | $4,155+26.1% | $6,507-19.5% |
| Admin fee / account holder | $2,566 | $8,563-70.0% | $7,231-64.5% | $12,624-79.7% |