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 | $216,209 | $104,664+106.6% | $85,682+152.3% | $167,490+29.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 23.25% | 21.45%+1.8pp | 21.49%+1.8pp | 478.56%-455.3pp |
| Employer contribution / active EE | $1,983 | $3,337-40.6% | $2,618-24.3% | $4,837-59.0% |
| Participant deferral / active EE | $16,783 | $4,824+247.9% | $3,923+327.8% | $6,341+164.7% |
| Admin fee / account holder | $1,431 | $10,032-85.7% | $6,873-79.2% | $12,309-88.4% |