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 | $195,881 | $124,281+57.6% | $109,143+79.5% | $167,490+17.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.79% | 26.04%-11.2pp | 25.75%-11.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $8,270 | $4,207+96.6% | $3,722+122.2% | $4,837+70.9% |
| Participant deferral / active EE | $8,346 | $5,255+58.8% | $4,653+79.4% | $6,341+31.6% |
| Admin fee / account holder | $956 | $7,970-88.0% | $6,752-85.8% | $12,309-92.2% |