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 | $208,849 | $117,381+77.9% | $99,443+110.0% | $152,861+36.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 17.97% | 31.87%-13.9pp | 30.72%-12.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $15,189 | $3,013+404.2% | $2,540+498.1% | $4,762+218.9% |
| Participant deferral / active EE | $3,000 | $4,086-26.6% | $3,619-17.1% | $5,850-48.7% |
| Admin fee / account holder | $1,410 | $7,631-81.5% | $6,250-77.4% | $11,596-87.8% |