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 | $245,033 | $161,352+51.9% | $134,172+82.6% | $137,256+78.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.35% | 28.72%-15.4pp | 25.30%-11.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,679 | $4,099-34.6% | $3,420-21.7% | $4,156-35.5% |
| Participant deferral / active EE | $17,802 | $5,552+220.6% | $4,690+279.5% | $6,407+177.9% |
| Admin fee / account holder | $1,414 | $15,028-90.6% | $12,016-88.2% | $12,270-88.5% |