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 | $212,033 | $116,175+82.5% | $93,606+126.5% | $152,861+38.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.89% | 35.96%-12.1pp | 32.76%-8.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,106 | $3,218-65.6% | $2,718-59.3% | $4,762-76.8% |
| Participant deferral / active EE | $13,601 | $4,603+195.5% | $4,069+234.3% | $5,850+132.5% |
| Admin fee / account holder | $479 | $10,748-95.5% | $7,888-93.9% | $11,596-95.9% |