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 | $193,768 | $77,419+150.3% | $69,455+179.0% | $152,861+26.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 15.09% | 39.06%-24.0pp | 28.97%-13.9pp | 345.32%-330.2pp |
| Employer contribution / active EE | $2,590 | $3,315-21.9% | $2,779-6.8% | $4,762-45.6% |
| Participant deferral / active EE | $2,673 | $4,414-39.4% | $3,535-24.4% | $5,850-54.3% |
| Admin fee / account holder | $984 | $6,207-84.2% | $3,839-74.4% | $11,596-91.5% |