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 | $212,772 | $94,338+125.5% | $100,534+111.6% | $142,382+49.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.43% | 29.20%-13.8pp | 32.66%-17.2pp | 217.08%-201.6pp |
| Employer contribution / active EE | $6,263 | $4,237+47.8% | $4,346+44.1% | $4,299+45.7% |
| Participant deferral / active EE | $7,999 | $5,934+34.8% | $6,144+30.2% | $6,507+22.9% |
| Admin fee / account holder | $7,171 | $8,421-14.8% | $7,654-6.3% | $12,624-43.2% |