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 | $180,000 | $101,069+78.1% | $81,478+120.9% | $147,584+22.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.10% | 32.40%-18.3pp | 38.78%-24.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $5,503 | $3,205+71.7% | $2,568+114.3% | $4,876+12.9% |
| Participant deferral / active EE | $8,150 | $4,242+92.1% | $3,537+130.4% | $5,439+49.9% |
| Admin fee / account holder | $6,612 | $5,812+13.8% | $4,561+45.0% | $10,885-39.3% |