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 | $207,219 | $118,427+75.0% | $66,042+213.8% | $142,382+45.5% |
| Participation rate | 75.0% | 68.1%+6.9pp | 67.5%+7.5pp | 80.1%-5.1pp |
| Annual return | 16.26% | 35.57%-19.3pp | 52.11%-35.9pp | 217.08%-200.8pp |
| Employer contribution / active EE | $12,887 | $2,570+401.5% | $1,579+716.0% | $4,299+199.8% |
| Participant deferral / active EE | $11,459 | $4,311+165.8% | $2,835+304.1% | $6,507+76.1% |
| Admin fee / account holder | $802 | $9,593-91.6% | $5,747-86.0% | $12,624-93.6% |