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 | $185,837 | $124,319+49.5% | $111,297+67.0% | $167,490+11.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.05% | 37.44%-21.4pp | 54.65%-38.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $13,889 | $3,435+304.3% | $2,731+408.6% | $4,837+187.1% |
| Participant deferral / active EE | $6,562 | $5,180+26.7% | $4,487+46.2% | $6,341+3.5% |
| Admin fee / account holder | $744 | $10,618-93.0% | $7,964-90.7% | $12,309-94.0% |