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 | $213,957 | $124,281+72.2% | $109,143+96.0% | $167,490+27.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.89% | 26.04%-11.1pp | 25.75%-10.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $8,127 | $4,207+93.2% | $3,722+118.4% | $4,837+68.0% |
| Participant deferral / active EE | $13,067 | $5,255+148.7% | $4,653+180.8% | $6,341+106.1% |
| Admin fee / account holder | $1,835 | $7,970-77.0% | $6,752-72.8% | $12,309-85.1% |