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 | $217,891 | $124,319+75.3% | $111,297+95.8% | $167,490+30.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 45.74% | 37.44%+8.3pp | 54.65%-8.9pp | 478.56%-432.8pp |
| Employer contribution / active EE | $2,873 | $3,435-16.4% | $2,731+5.2% | $4,837-40.6% |
| Participant deferral / active EE | $10,959 | $5,180+111.5% | $4,487+144.2% | $6,341+72.8% |
| Admin fee / account holder | $1,256 | $10,618-88.2% | $7,964-84.2% | $12,309-89.8% |