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 | $221,274 | $135,952+62.8% | $123,892+78.6% | $273,961-19.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.89% | 56.63%-40.7pp | 47.52%-31.6pp | 41.45%-25.6pp |
| Employer contribution / active EE | $12,965 | $5,170+150.8% | $4,617+180.8% | $4,869+166.3% |
| Participant deferral / active EE | $10,073 | $6,343+58.8% | $5,984+68.3% | $5,287+90.5% |
| Admin fee / account holder | $1,429 | $9,817-85.4% | $8,357-82.9% | $10,132-85.9% |