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 | $172,192 | $124,319+38.5% | $111,297+54.7% | $167,490+2.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.13% | 37.44%-22.3pp | 54.65%-39.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $14,818 | $3,435+331.3% | $2,731+442.6% | $4,837+206.3% |
| Participant deferral / active EE | $9,403 | $5,180+81.5% | $4,487+109.6% | $6,341+48.3% |
| Admin fee / account holder | $19,220 | $10,618+81.0% | $7,964+141.3% | $12,309+56.1% |