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 | $155,401 | $117,381+32.4% | $99,443+56.3% | $152,861+1.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 17.41% | 31.87%-14.5pp | 30.72%-13.3pp | 345.32%-327.9pp |
| Employer contribution / active EE | $12,500 | $3,013+314.9% | $2,540+392.2% | $4,762+162.5% |
| Participant deferral / active EE | $13,825 | $4,086+238.4% | $3,619+282.0% | $5,850+136.3% |
| Admin fee / account holder | $2,909 | $7,631-61.9% | $6,250-53.5% | $11,596-74.9% |