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 | $177,639 | $104,664+69.7% | $85,682+107.3% | $167,490+6.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.32% | 21.45%-8.1pp | 21.49%-8.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,916 | $3,337-12.6% | $2,618+11.4% | $4,837-39.7% |
| Participant deferral / active EE | $9,439 | $4,824+95.7% | $3,923+140.6% | $6,341+48.9% |
| Admin fee / account holder | $1,425 | $10,032-85.8% | $6,873-79.3% | $12,309-88.4% |