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 | $200,835 | $149,734+34.1% | $118,925+68.9% | $158,922+26.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.44% | 19.95%-8.5pp | 35.88%-24.4pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,928 | $4,115-28.8% | $3,263-10.2% | $4,761-38.5% |
| Participant deferral / active EE | $6,207 | $5,223+18.8% | $4,265+45.5% | $5,982+3.8% |
| Admin fee / account holder | $912 | $8,603-89.4% | $6,581-86.1% | $11,246-91.9% |