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 7-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 | $200,256 | $108,172+85.1% | $77,482+158.5% | $158,922+26.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 11.70% | 31.67%-20.0pp | 54.79%-43.1pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,665 | $1,325+101.1% | $986+170.1% | $4,761-44.0% |
| Participant deferral / active EE | $7,809 | $2,456+217.9% | $1,861+319.6% | $5,982+30.5% |
| Admin fee / account holder | $900 | $3,708-75.7% | $2,858-68.5% | $11,246-92.0% |