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 | $183,301 | $101,069+81.4% | $81,478+125.0% | $147,584+24.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 21.92% | 32.40%-10.5pp | 38.78%-16.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $5,393 | $3,205+68.3% | $2,568+110.1% | $4,876+10.6% |
| Participant deferral / active EE | $11,262 | $4,242+165.5% | $3,537+218.4% | $5,439+107.1% |
| Admin fee / account holder | $336 | $5,812-94.2% | $4,561-92.6% | $10,885-96.9% |