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 | $208,978 | $106,515+96.2% | $96,683+116.1% | $139,434+49.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.14% | 38.43%-27.3pp | 35.69%-24.6pp | 372.94%-361.8pp |
| Employer contribution / active EE | $2,915 | $4,103-29.0% | $3,737-22.0% | $4,751-38.6% |
| Participant deferral / active EE | $2,449 | $5,454-55.1% | $4,878-49.8% | $6,710-63.5% |
| Admin fee / account holder | $487 | $7,877-93.8% | $6,730-92.8% | $11,403-95.7% |