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 | $198,851 | $149,734+32.8% | $118,925+67.2% | $158,922+25.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.43% | 19.95%-2.5pp | 35.88%-18.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $15,662 | $4,115+280.6% | $3,263+380.0% | $4,761+228.9% |
| Participant deferral / active EE | $11,648 | $5,223+123.0% | $4,265+173.1% | $5,982+94.7% |
| Admin fee / account holder | $642 | $8,603-92.5% | $6,581-90.2% | $11,246-94.3% |