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 5-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 | $179,997 | $95,266+88.9% | $82,389+118.5% | $142,382+26.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.42% | 25.74%-12.3pp | 28.67%-15.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $7,069 | $2,991+136.3% | $2,517+180.8% | $4,299+64.4% |
| Participant deferral / active EE | $16,078 | $4,809+234.3% | $4,155+287.0% | $6,507+147.1% |
| Admin fee / account holder | $2,910 | $8,563-66.0% | $7,231-59.8% | $12,624-77.0% |