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 | $189,809 | $117,983+60.9% | $101,794+86.5% | $142,382+33.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.68% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $15,513 | $2,773+459.5% | $2,289+577.7% | $4,299+260.8% |
| Participant deferral / active EE | $14,154 | $4,714+200.3% | $4,084+246.6% | $6,507+117.5% |
| Admin fee / account holder | $1,582 | $10,433-84.8% | $8,777-82.0% | $12,624-87.5% |