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 7-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 | $189,013 | $106,584+77.3% | $101,326+86.5% | $142,382+32.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.84% | 36.93%-23.1pp | 36.82%-23.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $11,311 | $3,956+185.9% | $3,665+208.6% | $4,299+163.1% |
| Participant deferral / active EE | $10,107 | $8,297+21.8% | $7,994+26.4% | $6,507+55.3% |
| Admin fee / account holder | $3,788 | $11,446-66.9% | $11,185-66.1% | $12,624-70.0% |