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 | $200,413 | $116,175+72.5% | $93,606+114.1% | $152,861+31.1% |
| Participation rate | 78.9% | 78.0%+0.9pp | 75.8%+3.1pp | 82.4%-3.5pp |
| Annual return | 17.87% | 35.96%-18.1pp | 32.76%-14.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $10,963 | $3,218+240.7% | $2,718+303.4% | $4,762+130.2% |
| Participant deferral / active EE | $2,842 | $4,603-38.3% | $4,069-30.2% | $5,850-51.4% |
| Admin fee / account holder | $940 | $10,748-91.3% | $7,888-88.1% | $11,596-91.9% |