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 | $195,540 | $109,413+78.7% | $156,263+25.1% | $84,808+130.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.02% | 20.18%-3.2pp | 59.47%-42.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $12,184 | $2,907+319.1% | $4,333+181.2% | $2,631+363.1% |
| Participant deferral / active EE | $11,301 | $4,590+146.2% | $6,158+83.5% | $4,212+168.3% |
| Admin fee / account holder | $8,115 | $9,357-13.3% | $14,255-43.1% | $7,344+10.5% |