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 | $247,729 | $105,126+135.6% | $94,646+161.7% | $139,434+77.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.58% | 38.03%-24.5pp | 156.71%-143.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,328 | $4,106-67.7% | $3,672-63.8% | $4,751-72.0% |
| Participant deferral / active EE | $9,538 | $7,599+25.5% | $7,418+28.6% | $6,710+42.1% |
| Admin fee / account holder | $1,340 | $8,984-85.1% | $7,231-81.5% | $11,403-88.3% |