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 8-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 | $200,790 | $117,381+71.1% | $99,443+101.9% | $152,861+31.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 19.94% | 31.87%-11.9pp | 30.72%-10.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,323 | $3,013-56.1% | $2,540-47.9% | $4,762-72.2% |
| Participant deferral / active EE | $737 | $4,086-82.0% | $3,619-79.6% | $5,850-87.4% |
| Admin fee / account holder | $13,027 | $7,631+70.7% | $6,250+108.4% | $11,596+12.3% |