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 | $200,256 | $117,841+69.9% | $102,423+95.5% | $145,922+37.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 31.65%-19.5pp | 29.32%-17.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,444 | $3,615-60.0% | $3,023-52.2% | $4,660-69.0% |
| Participant deferral / active EE | $3,781 | $5,731-34.0% | $5,053-25.2% | $6,688-43.5% |
| Admin fee / account holder | $2,203 | $13,326-83.5% | $9,451-76.7% | $13,397-83.6% |