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 | $150,408 | $85,022+76.9% | $70,515+113.3% | $139,434+7.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.17% | 30.38%-18.2pp | 32.77%-20.6pp | 372.94%-360.8pp |
| Employer contribution / active EE | $10,731 | $3,909+174.5% | $2,973+260.9% | $4,751+125.9% |
| Participant deferral / active EE | $5,158 | $5,890-12.4% | $4,567+13.0% | $6,710-23.1% |
| Admin fee / account holder | $5,460 | $8,906-38.7% | $6,412-14.8% | $11,403-52.1% |