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 | $201,285 | $176,377+14.1% | $134,143+50.1% | $158,922+26.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.71% | 63.63%-51.9pp | 36.33%-24.6pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,340 | $5,040-73.4% | $3,704-63.8% | $4,761-71.9% |
| Participant deferral / active EE | $2,268 | $4,091-44.6% | $3,499-35.2% | $5,982-62.1% |
| Admin fee / account holder | $1,999 | $8,718-77.1% | $6,684-70.1% | $11,246-82.2% |