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 | $167,262 | $171,164-2.3% | $127,761+30.9% | $152,861+9.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 27.83% | 23.54%+4.3pp | 26.14%+1.7pp | 345.32%-317.5pp |
| Employer contribution / active EE | $9,898 | $5,447+81.7% | $4,574+116.4% | $4,762+107.8% |
| Participant deferral / active EE | $22,964 | $7,038+226.3% | $6,021+281.4% | $5,850+292.5% |
| Admin fee / account holder | $5,378 | $14,530-63.0% | $9,395-42.8% | $11,596-53.6% |