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 | $185,593 | $117,841+57.5% | $102,423+81.2% | $145,922+27.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.92% | 31.65%-19.7pp | 29.32%-17.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,643 | $3,615-26.9% | $3,023-12.6% | $4,660-43.3% |
| Participant deferral / active EE | $14,264 | $5,731+148.9% | $5,053+182.3% | $6,688+113.3% |
| Admin fee / account holder | $889 | $13,326-93.3% | $9,451-90.6% | $13,397-93.4% |