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 | $249,666 | $140,940+77.1% | $112,229+122.5% | $139,434+79.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.82% | 32.71%-14.9pp | 30.20%-12.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,756 | $4,283-59.0% | $3,430-48.8% | $4,751-63.0% |
| Participant deferral / active EE | $1,658 | $5,874-71.8% | $4,798-65.4% | $6,710-75.3% |
| Admin fee / account holder | $3,602 | $9,954-63.8% | $7,748-53.5% | $11,403-68.4% |