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 | $206,091 | $110,261+86.9% | $95,745+115.3% | $139,434+47.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.08% | 27.11%-11.0pp | 28.35%-12.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,998 | $3,257-38.6% | $2,835-29.5% | $4,751-57.9% |
| Participant deferral / active EE | $6,261 | $4,676+33.9% | $4,245+47.5% | $6,710-6.7% |
| Admin fee / account holder | $9,011 | $6,613+36.3% | $5,678+58.7% | $11,403-21.0% |