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 | $200,790 | $112,096+79.1% | $95,952+109.3% | $158,922+26.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.25% | 171.09%-154.8pp | 91.61%-75.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,787 | $3,198-12.8% | $2,541+9.7% | $4,761-41.5% |
| Participant deferral / active EE | $2,787 | $4,784-41.7% | $4,167-33.1% | $5,982-53.4% |
| Admin fee / account holder | $1,011 | $10,130-90.0% | $6,795-85.1% | $11,246-91.0% |