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 | $204,914 | $165,912+23.5% | $122,332+67.5% | $147,584+38.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.56% | 34.55%-20.0pp | 30.27%-15.7pp | 578.55%-564.0pp |
| Employer contribution / active EE | $6,408 | $5,754+11.4% | $4,050+58.2% | $4,876+31.4% |
| Participant deferral / active EE | $8,053 | $4,005+101.1% | $3,287+145.0% | $5,439+48.1% |
| Admin fee / account holder | $984 | $7,424-86.7% | $5,478-82.0% | $10,885-91.0% |