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 | $235,511 | $117,841+99.9% | $102,423+129.9% | $145,922+61.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 13.88% | 31.65%-17.8pp | 29.32%-15.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $13,185 | $3,615+264.8% | $3,023+336.1% | $4,660+183.0% |
| Participant deferral / active EE | $11,467 | $5,731+100.1% | $5,053+126.9% | $6,688+71.5% |
| Admin fee / account holder | $1,868 | $13,326-86.0% | $9,451-80.2% | $13,397-86.1% |