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 | $212,227 | $115,882+83.1% | $100,516+111.1% | $158,922+33.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 42.35% | 34.79%+7.6pp | 30.89%+11.5pp | 302.83%-260.5pp |
| Employer contribution / active EE | $664 | $4,103-83.8% | $3,418-80.6% | $4,761-86.1% |
| Participant deferral / active EE | $3,055 | $6,674-54.2% | $6,270-51.3% | $5,982-48.9% |
| Admin fee / account holder | $395 | $10,995-96.4% | $8,081-95.1% | $11,246-96.5% |