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 | $197,009 | $106,749+84.6% | $145,433+35.5% | $82,448+138.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.24% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $26,923 | $3,444+681.6% | $4,554+491.1% | $2,551+955.4% |
| Participant deferral / active EE | $9,807 | $6,519+50.4% | $7,897+24.2% | $4,139+136.9% |
| Admin fee / account holder | $16,634 | $8,390+98.3% | $13,129+26.7% | $7,234+129.9% |