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 | $201,676 | $85,202+136.7% | $172,739+16.8% | $72,985+176.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.57% | 27.32%-9.8pp | 802.84%-785.3pp | 81.00%-63.4pp |
| Employer contribution / active EE | $12,208 | $3,324+267.2% | $5,143+137.4% | $2,440+400.3% |
| Participant deferral / active EE | $6,448 | $3,260+97.8% | $5,198+24.1% | $3,607+78.7% |
| Admin fee / account holder | $31,662 | $5,884+438.1% | $13,954+126.9% | $5,124+517.9% |