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 | $218,542 | $111,754+95.6% | $103,333+111.5% | $145,922+49.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.96% | 24.77%-8.8pp | 24.88%-8.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,922 | $4,212-30.6% | $3,868-24.5% | $4,660-37.3% |
| Participant deferral / active EE | $10,403 | $5,619+85.2% | $5,057+105.7% | $6,688+55.6% |
| Admin fee / account holder | $1,641 | $9,750-83.2% | $8,355-80.4% | $13,397-87.8% |