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 | $182,605 | $101,069+80.7% | $81,478+124.1% | $147,584+23.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.92% | 32.40%-13.5pp | 38.78%-19.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $4,280 | $3,205+33.5% | $2,568+66.7% | $4,876-12.2% |
| Participant deferral / active EE | $15,019 | $4,242+254.1% | $3,537+324.7% | $5,439+176.2% |
| Admin fee / account holder | $1,958 | $5,812-66.3% | $4,561-57.1% | $10,885-82.0% |