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 | $240,566 | $106,584+125.7% | $101,326+137.4% | $142,382+69.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.32% | 36.93%-19.6pp | 36.82%-19.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $7,082 | $3,956+79.0% | $3,665+93.2% | $4,299+64.7% |
| Participant deferral / active EE | $24,881 | $8,297+199.9% | $7,994+211.2% | $6,507+282.4% |
| Admin fee / account holder | $415 | $11,446-96.4% | $11,185-96.3% | $12,624-96.7% |