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 | $219,797 | $176,812+24.3% | $146,665+49.9% | $167,490+31.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.89% | 24.03%-13.1pp | 22.74%-11.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $19,408 | $5,160+276.1% | $4,136+369.2% | $4,837+301.2% |
| Participant deferral / active EE | $13,936 | $6,440+116.4% | $5,506+153.1% | $6,341+119.8% |
| Admin fee / account holder | $2,201 | $13,259-83.4% | $10,280-78.6% | $12,309-82.1% |