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 | $217,105 | $124,281+74.7% | $109,143+98.9% | $167,490+29.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.53% | 26.04%-9.5pp | 25.75%-9.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,161 | $4,207-72.4% | $3,722-68.8% | $4,837-76.0% |
| Participant deferral / active EE | $3,151 | $5,255-40.0% | $4,653-32.3% | $6,341-50.3% |
| Admin fee / account holder | $17,051 | $7,970+113.9% | $6,752+152.5% | $12,309+38.5% |