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 | $216,331 | $99,918+116.5% | $81,382+165.8% | $145,922+48.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.28% | 34.32%-23.0pp | 24.73%-13.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,032 | $2,978+102.6% | $2,463+144.9% | $4,660+29.4% |
| Participant deferral / active EE | $8,138 | $4,605+76.7% | $3,883+109.6% | $6,688+21.7% |
| Admin fee / account holder | $4,814 | $8,212-41.4% | $5,768-16.6% | $13,397-64.1% |