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 | $235,118 | $181,894+29.3% | $156,549+50.2% | $273,961-14.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.26% | 30.74%-21.5pp | 32.23%-23.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $11,208 | $6,248+79.4% | $5,501+103.7% | $4,869+130.2% |
| Participant deferral / active EE | $9,600 | $5,550+73.0% | $4,871+97.1% | $5,287+81.6% |
| Admin fee / account holder | $3,750 | $15,559-75.9% | $13,027-71.2% | $10,132-63.0% |