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 | $227,858 | $124,281+83.3% | $109,143+108.8% | $167,490+36.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.95% | 26.04%-11.1pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $24,878 | $4,207+491.3% | $3,722+568.4% | $4,837+414.3% |
| Participant deferral / active EE | $10,860 | $5,255+106.7% | $4,653+133.4% | $6,341+71.3% |
| Admin fee / account holder | $746 | $7,970-90.6% | $6,752-89.0% | $12,309-93.9% |