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 | $219,317 | $155,788+40.8% | $124,672+75.9% | $167,490+30.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.45% | 17.97%-2.5pp | 5142.93%-5127.5pp | 478.56%-463.1pp |
| Employer contribution / active EE | $12,431 | $4,163+198.6% | $3,324+274.0% | $4,837+157.0% |
| Participant deferral / active EE | $10,340 | $5,673+82.2% | $4,614+124.1% | $6,341+63.1% |
| Admin fee / account holder | $5,532 | $9,531-42.0% | $7,493-26.2% | $12,309-55.1% |