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 | $205,786 | $125,758+63.6% | $169,993+21.1% | $75,163+173.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 26.96% | 27.20%-0.2pp | 53.37%-26.4pp | 160.62%-133.7pp |
| Employer contribution / active EE | $7,944 | $4,615+72.1% | $6,785+17.1% | $2,670+197.5% |
| Participant deferral / active EE | $8,643 | $6,837+26.4% | $10,408-17.0% | $4,125+109.5% |
| Admin fee / account holder | $9,167 | $8,173+12.2% | $12,815-28.5% | $5,651+62.2% |