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 | $234,301 | $176,812+32.5% | $146,665+59.8% | $167,490+39.9% |
| Participation rate | 94.1% | 83.6%+10.5pp | 80.1%+14.0pp | 82.1%+12.0pp |
| Annual return | 13.52% | 24.03%-10.5pp | 22.74%-9.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $16,789 | $5,160+225.4% | $4,136+305.9% | $4,837+247.1% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $576 | $13,259-95.7% | $10,280-94.4% | $12,309-95.3% |