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 | $170,819 | $102,616+66.5% | $81,983+108.4% | $158,922+7.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.07% | 61.04%-44.0pp | 41.31%-24.2pp | 302.83%-285.8pp |
| Employer contribution / active EE | $21,801 | $3,240+572.8% | $2,498+772.7% | $4,761+357.9% |
| Participant deferral / active EE | $22,750 | $4,648+389.4% | $3,722+511.2% | $5,982+280.3% |
| Admin fee / account holder | $1,113 | $8,235-86.5% | $5,664-80.3% | $11,246-90.1% |