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 | $222,899 | $176,812+26.1% | $146,665+52.0% | $167,490+33.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.83% | 24.03%-9.2pp | 22.74%-7.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $6,080 | $5,160+17.8% | $4,136+47.0% | $4,837+25.7% |
| Participant deferral / active EE | $15,822 | $6,440+145.7% | $5,506+187.4% | $6,341+149.5% |
| Admin fee / account holder | $564 | $13,259-95.7% | $10,280-94.5% | $12,309-95.4% |