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 | $207,427 | $110,261+88.1% | $95,745+116.6% | $139,434+48.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.02% | 27.11%-18.1pp | 28.35%-19.3pp | 372.94%-363.9pp |
| Employer contribution / active EE | $2,283 | $3,257-29.9% | $2,835-19.5% | $4,751-51.9% |
| Participant deferral / active EE | $17,668 | $4,676+277.9% | $4,245+316.3% | $6,710+163.3% |
| Admin fee / account holder | $929 | $6,613-86.0% | $5,678-83.6% | $11,403-91.9% |