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 | $191,513 | $110,257+73.7% | $96,544+98.4% | $139,434+37.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.87% | 26.32%-11.4pp | 25.84%-11.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $17,499 | $3,620+383.4% | $2,965+490.2% | $4,751+268.3% |
| Participant deferral / active EE | $8,551 | $5,548+54.1% | $4,851+76.3% | $6,710+27.4% |
| Admin fee / account holder | $2,417 | $11,591-79.2% | $8,252-70.7% | $11,403-78.8% |