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 6-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 | $203,546 | $117,983+72.5% | $101,794+100.0% | $142,382+43.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.96% | 36.92%-23.0pp | 30.53%-16.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,946 | $2,773+78.4% | $2,289+116.1% | $4,299+15.0% |
| Participant deferral / active EE | $7,125 | $4,714+51.2% | $4,084+74.5% | $6,507+9.5% |
| Admin fee / account holder | $995 | $10,433-90.5% | $8,777-88.7% | $12,624-92.1% |