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 | $224,877 | $115,882+94.1% | $100,516+123.7% | $158,922+41.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 39.27% | 34.79%+4.5pp | 30.89%+8.4pp | 302.83%-263.6pp |
| Employer contribution / active EE | $4,038 | $4,103-1.6% | $3,418+18.2% | $4,761-15.2% |
| Participant deferral / active EE | $11,378 | $6,674+70.5% | $6,270+81.5% | $5,982+90.2% |
| Admin fee / account holder | $1,110 | $10,995-89.9% | $8,081-86.3% | $11,246-90.1% |