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 | $212,158 | $149,734+41.7% | $118,925+78.4% | $158,922+33.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 18.08% | 19.95%-1.9pp | 35.88%-17.8pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,924 | $4,115-53.3% | $3,263-41.0% | $4,761-59.6% |
| Participant deferral / active EE | $13,260 | $5,223+153.9% | $4,265+210.9% | $5,982+121.7% |
| Admin fee / account holder | $867 | $8,603-89.9% | $6,581-86.8% | $11,246-92.3% |