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 | $199,842 | $105,931+88.7% | $81,930+143.9% | $158,922+25.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 35.05% | 38.17%-3.1pp | 29.49%+5.6pp | 302.83%-267.8pp |
| Employer contribution / active EE | $10,093 | $7,800+29.4% | $4,310+134.2% | $4,761+112.0% |
| Participant deferral / active EE | $1,886 | $13,003-85.5% | $7,107-73.5% | $5,982-68.5% |
| Admin fee / account holder | $19,953 | $8,489+135.0% | $5,158+286.8% | $11,246+77.4% |