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 | $195,639 | $127,777+53.1% | $106,548+83.6% | $167,490+16.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 20.49% | 33.87%-13.4pp | 26.80%-6.3pp | 478.56%-458.1pp |
| Employer contribution / active EE | $2,028 | $3,427-40.8% | $2,819-28.1% | $4,837-58.1% |
| Participant deferral / active EE | $4,782 | $5,087-6.0% | $4,398+8.7% | $6,341-24.6% |
| Admin fee / account holder | $9,476 | $11,228-15.6% | $7,407+27.9% | $12,309-23.0% |