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 | $212,572 | $117,841+80.4% | $102,423+107.5% | $145,922+45.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.35% | 31.65%-15.3pp | 29.32%-13.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,865 | $3,615-20.7% | $3,023-5.2% | $4,660-38.5% |
| Participant deferral / active EE | $4,227 | $5,731-26.2% | $5,053-16.3% | $6,688-36.8% |
| Admin fee / account holder | $346 | $13,326-97.4% | $9,451-96.3% | $13,397-97.4% |