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 | $211,037 | $107,015+97.2% | $73,545+187.0% | $147,584+43.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 14.46% | 38.25%-23.8pp | -15.16%+29.6pp | 578.55%-564.1pp |
| Employer contribution / active EE | $6,049 | $1,760+243.7% | $1,219+396.2% | $4,876+24.0% |
| Participant deferral / active EE | $4,029 | $2,462+63.7% | $1,806+123.1% | $5,439-25.9% |
| Admin fee / account holder | $3,626 | $3,055+18.7% | $2,320+56.3% | $10,885-66.7% |