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 | $219,120 | $117,841+85.9% | $102,423+113.9% | $145,922+50.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.27% | 31.65%-20.4pp | 29.32%-18.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,917 | $3,615-19.3% | $3,023-3.5% | $4,660-37.4% |
| Participant deferral / active EE | $13,774 | $5,731+140.3% | $5,053+172.6% | $6,688+106.0% |
| Admin fee / account holder | $2,722 | $13,326-79.6% | $9,451-71.2% | $13,397-79.7% |