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 | $210,920 | $100,773+109.3% | $88,946+137.1% | $142,382+48.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.45% | 70.18%-58.7pp | 57.82%-46.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $6,850 | $2,918+134.8% | $2,555+168.1% | $4,299+59.3% |
| Participant deferral / active EE | $15,746 | $5,230+201.1% | $4,581+243.7% | $6,507+142.0% |
| Admin fee / account holder | $1,836 | $9,693-81.1% | $8,261-77.8% | $12,624-85.5% |