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 | $220,169 | $117,841+86.8% | $102,423+115.0% | $145,922+50.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.03% | 31.65%-19.6pp | 29.32%-17.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,257 | $3,615-37.6% | $3,023-25.4% | $4,660-51.6% |
| Participant deferral / active EE | $2,389 | $5,731-58.3% | $5,053-52.7% | $6,688-64.3% |
| Admin fee / account holder | $1,985 | $13,326-85.1% | $9,451-79.0% | $13,397-85.2% |