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 | $181,285 | $114,381+58.5% | $107,525+68.6% | $142,382+27.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.55% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $12,107 | $4,015+201.6% | $3,754+222.5% | $4,299+181.6% |
| Participant deferral / active EE | $12,898 | $5,564+131.8% | $5,116+152.1% | $6,507+98.2% |
| Admin fee / account holder | $16,527 | $9,860+67.6% | $8,919+85.3% | $12,624+30.9% |