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 | $200,950 | $101,069+98.8% | $81,478+146.6% | $147,584+36.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.94% | 32.40%-15.5pp | 38.78%-21.8pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,381 | $3,205-25.7% | $2,568-7.3% | $4,876-51.2% |
| Participant deferral / active EE | $7,198 | $4,242+69.7% | $3,537+103.5% | $5,439+32.3% |
| Admin fee / account holder | $16,595 | $5,812+185.5% | $4,561+263.8% | $10,885+52.5% |