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 | $200,930 | $163,101+23.2% | $136,749+46.9% | $142,382+41.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.10% | 27.54%-13.4pp | 24.33%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $8,673 | $4,117+110.7% | $3,400+155.1% | $4,299+101.7% |
| Participant deferral / active EE | $10,044 | $5,585+79.8% | $4,692+114.1% | $6,507+54.3% |
| Admin fee / account holder | $4,138 | $14,318-71.1% | $11,386-63.7% | $12,624-67.2% |