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 | $199,970 | $161,352+23.9% | $134,172+49.0% | $137,256+45.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.58% | 28.72%-15.1pp | 25.30%-11.7pp | 220.34%-206.8pp |
| Employer contribution / active EE | $19,250 | $4,099+369.7% | $3,420+462.9% | $4,156+363.2% |
| Participant deferral / active EE | $15,250 | $5,552+174.7% | $4,690+225.1% | $6,407+138.0% |
| Admin fee / account holder | $6,894 | $15,028-54.1% | $12,016-42.6% | $12,270-43.8% |