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 | $211,333 | $105,931+99.5% | $81,930+157.9% | $158,922+33.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 14.22% | 38.17%-24.0pp | 29.49%-15.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,739 | $7,800-52.1% | $4,310-13.3% | $4,761-21.5% |
| Participant deferral / active EE | $10,867 | $13,003-16.4% | $7,107+52.9% | $5,982+81.7% |
| Admin fee / account holder | $2,216 | $8,489-73.9% | $5,158-57.0% | $11,246-80.3% |