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 | $222,474 | $154,117+44.4% | $129,995+71.1% | $139,434+59.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.42% | 32.48%-21.1pp | -137.18%+148.6pp | 372.94%-361.5pp |
| Employer contribution / active EE | $10,206 | $5,289+93.0% | $4,320+136.3% | $4,751+114.8% |
| Participant deferral / active EE | $8,518 | $6,710+26.9% | $5,820+46.4% | $6,710+26.9% |
| Admin fee / account holder | $927 | $14,007-93.4% | $10,614-91.3% | $11,403-91.9% |