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 | $173,141 | $111,754+54.9% | $103,333+67.6% | $145,922+18.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.16% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,650 | $4,212-37.1% | $3,868-31.5% | $4,660-43.1% |
| Participant deferral / active EE | $11,817 | $5,619+110.3% | $5,057+133.7% | $6,688+76.7% |
| Admin fee / account holder | $438 | $9,750-95.5% | $8,355-94.8% | $13,397-96.7% |