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 | $236,018 | $106,236+122.2% | $96,496+144.6% | $139,427+69.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.19% | 38.43%-24.2pp | 35.70%-21.5pp | 373.27%-359.1pp |
| Employer contribution / active EE | $10,149 | $4,104+147.3% | $3,738+171.5% | $4,752+113.6% |
| Participant deferral / active EE | $7,330 | $5,455+34.4% | $4,879+50.2% | $6,711+9.2% |
| Admin fee / account holder | $759 | $7,879-90.4% | $6,731-88.7% | $11,404-93.3% |