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 | $203,654 | $106,584+91.1% | $101,326+101.0% | $142,382+43.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.30% | 36.93%-23.6pp | 36.82%-23.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,165 | $3,956-45.3% | $3,665-40.9% | $4,299-49.6% |
| Participant deferral / active EE | $7,777 | $8,297-6.3% | $7,994-2.7% | $6,507+19.5% |
| Admin fee / account holder | $1,755 | $11,446-84.7% | $11,185-84.3% | $12,624-86.1% |