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 | $214,733 | $100,754+113.1% | $86,677+147.7% | $134,475+59.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 7.14% | 29.04%-21.9pp | 35.91%-28.8pp | 417.96%-410.8pp |
| Employer contribution / active EE | $1,937 | $3,489-44.5% | $2,836-31.7% | $4,740-59.1% |
| Participant deferral / active EE | $13,538 | $5,338+153.6% | $4,656+190.8% | $6,400+111.5% |
| Admin fee / account holder | $56,774 | $10,926+419.6% | $7,493+657.7% | $11,426+396.9% |