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 | $208,702 | $98,240+112.4% | $82,313+153.5% | $147,584+41.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.72% | 30.85%-16.1pp | 25.88%-11.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $4,468 | $3,192+40.0% | $2,428+84.0% | $4,876-8.4% |
| Participant deferral / active EE | $6,495 | $4,383+48.2% | $3,706+75.3% | $5,439+19.4% |
| Admin fee / account holder | $1,311 | $8,563-84.7% | $5,608-76.6% | $10,885-88.0% |