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 | $246,645 | $117,841+109.3% | $102,423+140.8% | $145,922+69.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.57% | 31.65%-20.1pp | 29.32%-17.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $10,259 | $3,615+183.8% | $3,023+239.3% | $4,660+120.2% |
| Participant deferral / active EE | $12,300 | $5,731+114.6% | $5,053+143.4% | $6,688+83.9% |
| Admin fee / account holder | $1,177 | $13,326-91.2% | $9,451-87.6% | $13,397-91.2% |