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 | $193,251 | $103,376+86.9% | $87,100+121.9% | $152,861+26.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.56% | 28.10%-9.5pp | 28.19%-9.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $3,522 | $3,220+9.4% | $2,521+39.7% | $4,762-26.1% |
| Participant deferral / active EE | $7,597 | $4,778+59.0% | $4,049+87.6% | $5,850+29.9% |
| Admin fee / account holder | $43,109 | $12,205+253.2% | $7,497+475.0% | $11,596+271.7% |