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 | $213,114 | $118,680+79.6% | $98,907+115.5% | $158,922+34.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.51% | 372.35%-360.8pp | 196.43%-184.9pp | 302.83%-291.3pp |
| Employer contribution / active EE | $7,500 | $3,333+125.0% | $2,689+178.9% | $4,761+57.5% |
| Participant deferral / active EE | $8,438 | $5,088+65.9% | $4,244+98.8% | $5,982+41.1% |
| Admin fee / account holder | $4,793 | $10,131-52.7% | $6,642-27.8% | $11,246-57.4% |