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 | $219,103 | $124,319+76.2% | $111,297+96.9% | $167,490+30.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.69% | 37.44%-19.7pp | 54.65%-37.0pp | 478.56%-460.9pp |
| Employer contribution / active EE | $6,250 | $3,435+81.9% | $2,731+128.9% | $4,837+29.2% |
| Participant deferral / active EE | $2,983 | $5,180-42.4% | $4,487-33.5% | $6,341-53.0% |
| Admin fee / account holder | $944 | $10,618-91.1% | $7,964-88.1% | $12,309-92.3% |