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 | $207,945 | $124,319+67.3% | $111,297+86.8% | $167,490+24.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.09% | 37.44%-26.3pp | 54.65%-43.6pp | 478.56%-467.5pp |
| Employer contribution / active EE | $10,711 | $3,435+211.8% | $2,731+292.2% | $4,837+121.4% |
| Participant deferral / active EE | $7,065 | $5,180+36.4% | $4,487+57.5% | $6,341+11.4% |
| Admin fee / account holder | $1,786 | $10,618-83.2% | $7,964-77.6% | $12,309-85.5% |