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 | $196,025 | $97,744+100.5% | $103,476+89.4% | $145,922+34.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.75% | 25.41%-12.7pp | 23.90%-11.2pp | 561.29%-548.5pp |
| Employer contribution / active EE | $6,391 | $4,677+36.7% | $4,672+36.8% | $4,660+37.2% |
| Participant deferral / active EE | $6,825 | $6,603+3.4% | $6,623+3.1% | $6,688+2.1% |
| Admin fee / account holder | $3,639 | $12,515-70.9% | $9,413-61.3% | $13,397-72.8% |