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 | $207,234 | $83,337+148.7% | $67,834+205.5% | $273,961-24.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.29% | 259.45%-254.2pp | 138.47%-133.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $5,625 | $3,287+71.1% | $2,403+134.0% | $4,869+15.5% |
| Participant deferral / active EE | $4,991 | $4,088+22.1% | $3,160+58.0% | $5,287-5.6% |
| Admin fee / account holder | $92,508 | $6,752+1270.1% | $4,622+1901.4% | $10,132+813.0% |