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 | $190,857 | $127,065+50.2% | $113,168+68.6% | $142,382+34.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.92% | 24.03%-11.1pp | 24.27%-11.3pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,432 | $3,442-58.4% | $2,975-51.9% | $4,299-66.7% |
| Participant deferral / active EE | $5,093 | $5,716-10.9% | $5,107-0.3% | $6,507-21.7% |
| Admin fee / account holder | $6,816 | $15,736-56.7% | $12,068-43.5% | $12,624-46.0% |