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 | $204,312 | $117,841+73.4% | $102,423+99.5% | $145,922+40.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.69% | 31.65%-15.0pp | 29.32%-12.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $4,778 | $3,615+32.2% | $3,023+58.0% | $4,660+2.5% |
| Participant deferral / active EE | $11,660 | $5,731+103.5% | $5,053+130.8% | $6,688+74.3% |
| Admin fee / account holder | $867 | $13,326-93.5% | $9,451-90.8% | $13,397-93.5% |