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 | $197,054 | $111,754+76.3% | $103,333+90.7% | $145,922+35.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.53% | 24.77%-13.2pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,758 | $4,212-58.3% | $3,868-54.5% | $4,660-62.3% |
| Participant deferral / active EE | $19,333 | $5,619+244.1% | $5,057+282.3% | $6,688+189.1% |
| Admin fee / account holder | $340 | $9,750-96.5% | $8,355-95.9% | $13,397-97.5% |