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 | $216,788 | $115,882+87.1% | $100,516+115.7% | $158,922+36.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.58% | 34.79%-12.2pp | 30.89%-8.3pp | 302.83%-280.2pp |
| Employer contribution / active EE | $11,658 | $4,103+184.1% | $3,418+241.1% | $4,761+144.9% |
| Participant deferral / active EE | $19,099 | $6,674+186.1% | $6,270+204.6% | $5,982+219.3% |
| Admin fee / account holder | $4,361 | $10,995-60.3% | $8,081-46.0% | $11,246-61.2% |