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 | $226,657 | $111,754+102.8% | $103,333+119.3% | $145,922+55.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $11,670 | $4,212+177.0% | $3,868+201.7% | $4,660+150.5% |
| Participant deferral / active EE | $6,806 | $5,619+21.1% | $5,057+34.6% | $6,688+1.8% |
| Admin fee / account holder | $1,357 | $9,750-86.1% | $8,355-83.8% | $13,397-89.9% |