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 | $206,883 | $117,983+75.4% | $101,794+103.2% | $142,382+45.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.89% | 36.92%-24.0pp | 30.53%-17.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $9,644 | $2,773+247.8% | $2,289+321.3% | $4,299+124.3% |
| Participant deferral / active EE | $14,771 | $4,714+213.4% | $4,084+261.7% | $6,507+127.0% |
| Admin fee / account holder | $8,780 | $10,433-15.8% | $8,7770% | $12,624-30.4% |