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 | $176,792 | $96,484+83.2% | $75,886+133.0% | $152,861+15.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 27.27% | 33.98%-6.7pp | 30.76%-3.5pp | 345.32%-318.0pp |
| Employer contribution / active EE | $8,465 | $3,309+155.8% | $2,500+238.6% | $4,762+77.8% |
| Participant deferral / active EE | $12,799 | $4,553+181.1% | $3,603+255.2% | $5,850+118.8% |
| Admin fee / account holder | $1,418 | $8,078-82.4% | $5,418-73.8% | $11,596-87.8% |