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 | $222,711 | $109,881+102.7% | $150,045+48.4% | $84,808+162.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.08% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $22,779 | $3,561+539.7% | $4,693+385.4% | $2,631+765.8% |
| Participant deferral / active EE | $17,698 | $6,636+166.7% | $7,997+121.3% | $4,212+320.2% |
| Admin fee / account holder | $5,712 | $8,568-33.3% | $13,435-57.5% | $7,344-22.2% |