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 | $208,748 | $152,587+36.8% | $125,175+66.8% | $152,861+36.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.69% | 54.84%-33.2pp | 43.79%-22.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $11,073 | $4,946+123.9% | $3,865+186.5% | $4,762+132.5% |
| Participant deferral / active EE | $6,140 | $5,868+4.6% | $4,937+24.4% | $5,850+4.9% |
| Admin fee / account holder | $1,551 | $13,434-88.5% | $9,702-84.0% | $11,596-86.6% |