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 | $230,712 | $179,726+28.4% | $156,263+47.6% | $142,382+62.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.01% | 77.86%-57.8pp | 59.47%-39.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $15,297 | $5,069+201.8% | $4,333+253.0% | $4,299+255.8% |
| Participant deferral / active EE | $10,498 | $6,956+50.9% | $6,158+70.5% | $6,507+61.3% |
| Admin fee / account holder | $1,565 | $17,272-90.9% | $14,255-89.0% | $12,624-87.6% |