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 | $243,640 | $99,032+146.0% | $80,019+204.5% | $135,375+80.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 11.54% | 15.39%-3.8pp | 11.22%+0.3pp | 519.73%-508.2pp |
| Employer contribution / active EE | $2,438 | $3,043-19.9% | $2,468-1.2% | $4,779-49.0% |
| Participant deferral / active EE | $10,500 | $4,282+145.2% | $3,686+184.9% | $5,609+87.2% |
| Admin fee / account holder | $2,390 | $10,436-77.1% | $6,521-63.4% | $10,827-77.9% |