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 | $227,815 | $124,319+83.3% | $111,297+104.7% | $167,490+36.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.79% | 37.44%-25.6pp | 54.65%-42.9pp | 478.56%-466.8pp |
| Employer contribution / active EE | $5,542 | $3,435+61.3% | $2,731+102.9% | $4,837+14.6% |
| Participant deferral / active EE | $7,722 | $5,180+49.1% | $4,487+72.1% | $6,341+21.8% |
| Admin fee / account holder | $14,953 | $10,618+40.8% | $7,964+87.8% | $12,309+21.5% |