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 | $201,278 | $84,233+139.0% | $170,442+18.1% | $70,131+187.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.94% | 23.06%-8.1pp | 205.93%-191.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $3,676 | $3,387+8.5% | $5,433-32.3% | $2,342+56.9% |
| Participant deferral / active EE | $3,781 | $3,086+22.5% | $4,939-23.4% | $3,332+13.5% |
| Admin fee / account holder | $1,527 | $5,698-73.2% | $13,880-89.0% | $4,645-67.1% |