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 | $197,381 | $127,777+54.5% | $106,548+85.3% | $167,490+17.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.91% | 33.87%-19.0pp | 26.80%-11.9pp | 478.56%-463.6pp |
| Employer contribution / active EE | $4,321 | $3,427+26.1% | $2,819+53.3% | $4,837-10.7% |
| Participant deferral / active EE | $6,060 | $5,087+19.1% | $4,398+37.8% | $6,341-4.4% |
| Admin fee / account holder | $541 | $11,228-95.2% | $7,407-92.7% | $12,309-95.6% |