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 | $188,727 | $108,172+74.5% | $77,482+143.6% | $158,922+18.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.37% | 31.67%-19.3pp | 54.79%-42.4pp | 302.83%-290.5pp |
| Employer contribution / active EE | $8,678 | $1,325+555.0% | $986+779.8% | $4,761+82.3% |
| Participant deferral / active EE | $6,408 | $2,456+160.9% | $1,861+244.3% | $5,982+7.1% |
| Admin fee / account holder | $846 | $3,708-77.2% | $2,858-70.4% | $11,246-92.5% |