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 | $227,814 | $176,812+28.8% | $146,665+55.3% | $167,490+36.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.12% | 24.03%-10.9pp | 22.74%-9.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $11,397 | $5,160+120.9% | $4,136+175.5% | $4,837+135.6% |
| Participant deferral / active EE | $7,796 | $6,440+21.1% | $5,506+41.6% | $6,341+22.9% |
| Admin fee / account holder | $2,869 | $13,259-78.4% | $10,280-72.1% | $12,309-76.7% |