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 | $231,702 | $104,251+122.3% | $91,001+154.6% | $147,584+57.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.44% | 27.06%-9.6pp | 4.60%+12.8pp | 578.55%-561.1pp |
| Employer contribution / active EE | $17,286 | $3,116+454.8% | $2,456+604.0% | $4,876+254.5% |
| Participant deferral / active EE | $4,922 | $4,195+17.3% | $3,547+38.8% | $5,439-9.5% |
| Admin fee / account holder | $4,176 | $8,948-53.3% | $5,417-22.9% | $10,885-61.6% |