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 | $193,039 | $85,022+127.0% | $70,515+173.8% | $139,434+38.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 17.72% | 30.38%-12.7pp | 32.77%-15.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,503 | $3,909-36.0% | $2,973-15.8% | $4,751-47.3% |
| Participant deferral / active EE | $5,299 | $5,890-10.0% | $4,567+16.0% | $6,710-21.0% |
| Admin fee / account holder | $970 | $8,906-89.1% | $6,412-84.9% | $11,403-91.5% |