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 | $200,951 | $98,750+103.5% | $149,696+34.2% | $79,858+151.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 27.75% | 27.43%+0.3pp | 276.60%-248.9pp | 31.71%-4.0pp |
| Employer contribution / active EE | $8,770 | $3,216+172.7% | $4,644+88.8% | $2,471+255.0% |
| Participant deferral / active EE | $8,751 | $5,680+54.1% | $6,842+27.9% | $3,740+134.0% |
| Admin fee / account holder | $5,438 | $6,053-10.2% | $9,309-41.6% | $5,306+2.5% |