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 | $217,992 | $118,450+84.0% | $98,439+121.4% | $139,434+56.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.82% | 18.94%+2.9pp | 21.16%+0.7pp | 372.94%-351.1pp |
| Employer contribution / active EE | $7,981 | $3,609+121.1% | $3,048+161.9% | $4,751+68.0% |
| Participant deferral / active EE | $7,511 | $5,392+39.3% | $4,738+58.5% | $6,710+11.9% |
| Admin fee / account holder | $14,093 | $14,026+0.5% | $8,948+57.5% | $11,403+23.6% |