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 | $200,967 | $142,405+41.1% | $115,157+74.5% | $152,861+31.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 26.51% | 41.48%-15.0pp | 35.60%-9.1pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,720 | $4,010-32.2% | $3,179-14.4% | $4,762-42.9% |
| Participant deferral / active EE | $5,070 | $5,164-1.8% | $4,168+21.6% | $5,850-13.3% |
| Admin fee / account holder | $18,363 | $8,462+117.0% | $7,088+159.1% | $11,596+58.3% |