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 | $211,349 | $227,553-7.1% | $189,557+11.5% | $167,490+26.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.96% | 78.40%-69.4pp | 64.17%-55.2pp | 478.56%-469.6pp |
| Employer contribution / active EE | $13,316 | $5,316+150.5% | $4,412+201.8% | $4,837+175.3% |
| Participant deferral / active EE | $4,032 | $7,002-42.4% | $6,174-34.7% | $6,341-36.4% |
| Admin fee / account holder | $34,426 | $11,878+189.8% | $9,807+251.0% | $12,309+179.7% |