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 | $205,727 | $113,935+80.6% | $94,224+118.3% | $125,391+64.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 10.79% | 5.29%+5.5pp | 10.68%+0.1pp | 282.22%-271.4pp |
| Employer contribution / active EE | $1,458 | $4,727-69.2% | $3,587-59.3% | $4,866-70.0% |
| Participant deferral / active EE | $9,000 | $5,179+73.8% | $4,320+108.3% | $5,352+68.2% |
| Admin fee / account holder | $10,000 | $8,391+19.2% | $6,269+59.5% | $9,540+4.8% |