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 | $227,307 | $111,754+103.4% | $103,333+120.0% | $145,922+55.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.58% | 24.77%-14.2pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $10,434 | $4,212+147.7% | $3,868+169.8% | $4,660+123.9% |
| Participant deferral / active EE | $6,339 | $5,619+12.8% | $5,057+25.3% | $6,688-5.2% |
| Admin fee / account holder | $984 | $9,750-89.9% | $8,355-88.2% | $13,397-92.7% |