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 | $229,598 | $101,069+127.2% | $81,478+181.8% | $147,584+55.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.29% | 32.40%-16.1pp | 38.78%-22.5pp | 578.55%-562.3pp |
| Employer contribution / active EE | $15,595 | $3,205+386.6% | $2,568+507.3% | $4,876+219.8% |
| Participant deferral / active EE | $11,588 | $4,242+173.2% | $3,537+227.7% | $5,439+113.1% |
| Admin fee / account holder | $1,941 | $5,812-66.6% | $4,561-57.4% | $10,885-82.2% |