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 | $200,029 | $112,881+77.2% | $90,951+119.9% | $158,922+25.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.23% | 215.79%-202.6pp | 134.60%-121.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $3,389 | $2,893+17.1% | $2,122+59.7% | $4,761-28.8% |
| Participant deferral / active EE | $8,400 | $4,128+103.5% | $3,373+149.0% | $5,982+40.4% |
| Admin fee / account holder | $4,724 | $8,041-41.2% | $5,959-20.7% | $11,246-58.0% |