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 | $237,122 | $103,376+129.4% | $87,100+172.2% | $152,861+55.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.44% | 28.10%-11.7pp | 28.19%-11.7pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,404 | $3,220-25.4% | $2,521-4.7% | $4,762-49.5% |
| Participant deferral / active EE | $14,418 | $4,778+201.8% | $4,049+256.1% | $5,850+146.5% |
| Admin fee / account holder | $119,784 | $12,205+881.4% | $7,497+1497.8% | $11,596+932.9% |