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 | $216,976 | $884,045-75.5% | $453,369-52.1% | $167,490+29.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 16.49% | 29.49%-13.0pp | 64.40%-47.9pp | 478.56%-462.1pp |
| Employer contribution / active EE | $17,871 | $5,538+222.7% | $4,070+339.1% | $4,837+269.4% |
| Participant deferral / active EE | $23,250 | $7,898+194.4% | $6,209+274.5% | $6,341+266.6% |
| Admin fee / account holder | $18,490 | $22,063-16.2% | $11,209+65.0% | $12,309+50.2% |