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 | $226,650 | $177,572+27.6% | $154,803+46.4% | $142,382+59.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.22% | 65.07%-43.8pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $14,040 | $4,810+191.9% | $4,305+226.1% | $4,299+226.6% |
| Participant deferral / active EE | $9,242 | $6,272+47.4% | $5,540+66.8% | $6,507+42.0% |
| Admin fee / account holder | $2,232 | $16,786-86.7% | $14,329-84.4% | $12,624-82.3% |