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 | $216,551 | $81,632+165.3% | $70,449+207.4% | $158,922+36.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.47% | 208.40%-191.9pp | 109.03%-92.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,909 | $3,217-40.6% | $2,737-30.2% | $4,761-59.9% |
| Participant deferral / active EE | $9,292 | $4,554+104.0% | $3,709+150.5% | $5,982+55.3% |
| Admin fee / account holder | $325 | $6,193-94.8% | $3,845-91.6% | $11,246-97.1% |