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 | $220,186 | $127,264+73.0% | $109,895+100.4% | $167,490+31.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 15.05% | 22.97%-7.9pp | 29.45%-14.4pp | 478.56%-463.5pp |
| Employer contribution / active EE | $5,558 | $3,322+67.3% | $2,842+95.5% | $4,837+14.9% |
| Participant deferral / active EE | $4,507 | $4,514-0.2% | $4,048+11.3% | $6,341-28.9% |
| Admin fee / account holder | $897 | $7,114-87.4% | $6,066-85.2% | $12,309-92.7% |