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 | $200,509 | $105,630+89.8% | $87,507+129.1% | $273,961-26.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 14.26% | 12.25%+2.0pp | 12.21%+2.1pp | 41.45%-27.2pp |
| Employer contribution / active EE | $1,637 | $3,141-47.9% | $2,550-35.8% | $4,869-66.4% |
| Participant deferral / active EE | $2,808 | $3,601-22.0% | $3,149-10.8% | $5,287-46.9% |
| Admin fee / account holder | $7,989 | $4,781+67.1% | $4,221+89.3% | $10,132-21.1% |