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 | $237,999 | $127,777+86.3% | $106,548+123.4% | $167,490+42.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.04% | 33.87%-21.8pp | 26.80%-14.8pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,366 | $3,427-30.9% | $2,819-16.1% | $4,837-51.1% |
| Participant deferral / active EE | $7,660 | $5,087+50.6% | $4,398+74.2% | $6,341+20.8% |
| Admin fee / account holder | $21,563 | $11,228+92.0% | $7,407+191.1% | $12,309+75.2% |