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 | $197,679 | $110,257+79.3% | $96,544+104.8% | $139,434+41.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.00% | 26.32%-16.3pp | 25.84%-15.8pp | 372.94%-362.9pp |
| Employer contribution / active EE | $15,297 | $3,620+322.6% | $2,965+415.9% | $4,751+222.0% |
| Participant deferral / active EE | $11,547 | $5,548+108.1% | $4,851+138.0% | $6,710+72.1% |
| Admin fee / account holder | $4,902 | $11,591-57.7% | $8,252-40.6% | $11,403-57.0% |